Medical Professionals Spend Their Careers Caring for Others. It's Time to Look at Their Financial Well-Being.
Participate in the Medical Professional Financial Wellness Study, receive personalized insights into your financial health, and help us better understand the financial challenges facing today's healthcare professionals.
The study includes a short online assessment and a 10–15 minute Financial Wellness Results Review. Participants who complete both parts will receive their choice of a $10 Dunkin' or Starbucks digital gift card. No purchase is required.
Your Privacy Matters: Your information will be treated respectfully and used to provide your personalized results, improve financial education for nurses, and support the study's research objectives.
5 Key Areas
Comprehensive financial wellness review
For Healthcare
All Specialties
Confidential
Research Survey
Brief Assessment
7–10 Minutes
Thank-You Gift
$10 Gift Card
Introduction
Understanding the Financial Lives of Healthcare Professionals
This study explores the financial priorities, challenges, and planning needs of medical professionals. Participants complete a short online assessment and a brief Financial Wellness Results Review.
Eligible participants who complete both portions may receive their choice of a $10 Dunkin' or Starbucks digital gift card, subject to eligibility and participation terms.
Tailored to Today's Medical Landscape
Structured specifically for doctors, nurses, allied providers, and practice owners facing specialized financial timelines.
Personalized Feedback & Education
Receive a clear, private summary highlighting your financial strengths and one meaningful focus area.
Participant Recognition
Choice of $10 Digital Gift Card
Eligible participants who finish the questionnaire and brief review select either Dunkin' or Starbucks.
Eligibility
Who Can Participate?
The study is open to professionals across the full spectrum of healthcare — from the bedside to the boardroom, and from active practice to retirement.
What We Review
Five Areas of Financial Wellness
Your responses are reviewed across five categories to build a personalized picture of your financial wellness.
Cash Flow & Emergency Preparedness
Understanding income, expenses, budgeting, savings, and emergency reserves.
Debt Management
Reviewing student loans, mortgages, credit cards, practice debt, and other financial obligations.
Retirement & Wealth Building
Exploring retirement contributions, investment habits, employer benefits, and long-term wealth goals.
Protection & Risk Management
Considering life insurance, disability protection, liability exposure, business protection, and estate planning.
Planning & Goal Readiness
Identifying financial goals, timelines, priorities, and readiness to take the next step.
5 Categories Reviewed Together
Reviewed collectively to give you a coherent, prioritized picture of where you stand and your single highest-impact focus area.
The Process
How the Study Works
A simple, respectful four-step sequence designed with medical professionals' busy schedules in mind.
Complete the Online Assessment
Estimated time: 7–10 minutes.Answer questions about your profession, income, expenses, debt, savings, retirement planning, protection, and long-term goals.
Receive Your Preliminary Financial Wellness Summary
Your responses will be reviewed across several financial wellness categories to create a personalized summary.
Complete Your Results Review
Estimated time: 10–15 minutes.Participate in a brief phone or video review to discuss your results and answer a few follow-up research questions.
Receive Your Thank-You Gift
After completing both portions, eligible participants may receive their choice of a $10 Dunkin' or Starbucks digital gift card.
Your Participation
What Participants May Receive
Privacy & Participation
How Your Information Is Handled
Participant information will be treated respectfully and used to provide personalized educational insights, improve financial education for medical professionals, and support the study's research objectives. Public findings may be presented only in aggregated or anonymized form.
Take the First Step Toward Greater Financial Clarity.
Your experience matters. Complete the assessment to better understand your financial wellness and help improve financial education for medical professionals.
No purchase required. Takes approximately 7–10 minutes to complete.
7–10 minutes · No purchase
Includes $10 gift card