Practice & income protection
Continuity if a key physician could not work, including operating expenses and income interruption.
SanteWealth | Practice Financial Health Check
How Financially Prepared Is Your Medical Practice?
Your practice works hard for patients. But how well are your income, corporate wealth, employees, and long-term financial plans protected? Answer seven quick questions to discover which areas of your financial strategy may deserve a closer look. About 2 minutes. No financial documents required.
What you will discover
Sometimes the most important financial questions are the ones you haven't had time to ask.
Corporate wealth coordination
Whether personal goals and corporate earnings, compensation, and investments are being considered together.
Retirement readiness
How personal and corporate wealth could be turned into retirement income.
Succession & business continuity
Ownership transition, estate arrangements, and the future of the practice.
Seven questions
A 2-minute practice financial health check.
Answer one question at a time. Your responses stay in this browser session until you leave or retake the check. No registration is required to see your snapshot.
About 2 minutes. No financial documents required.
All questions answered
Review your answers.
Check your choices before calculating your results. Select “Change” to revisit an answer.
Practice Continuity
If a key physician or practice owner couldn't work for several months, would your practice be financially prepared?
Team Protection
Are your employee benefits competitive and aligned with the needs of your medical practice team?
Workforce Financial Wellness
Does your practice offer meaningful support for employees' long-term financial wellbeing?
Ownership Protection
Are your shareholder, partnership, and business-continuity arrangements documented and up to date?
Corporate Wealth Planning
Are your personal financial goals and corporate wealth strategies working together?
Retirement Readiness
Do you have a clear plan for turning your personal and corporate wealth into retirement income?
Legacy & Succession
Is there a documented plan for the future of your medical practice and the wealth you've built?
Educational guidance based on your answers.
Your results
Your Practice Planning Snapshot
Seven questions. A clearer starting point for your financial planning conversation.
Based on your responses, here are the areas that may benefit from additional discussion with your professional advisers.
Recommended discussion priorities
Your answers are a starting point. Let's explore what they mean for you.
A SanteWealth Discovery Assessment can help you evaluate your planning priorities with the appropriate professionals.
Your report
Download and email your summary.
Get a branded 1–2 page PDF of this result. We can email the same file through our follow-up workflow.
Your report is on its way.
This assessment is provided for general educational purposes. Results are based solely on your responses and do not constitute financial, tax, legal, investment, or insurance advice. The assessment does not determine coverage adequacy, tax eligibility, financial risk, or suitability for any product or strategy. A qualified professional should review your individual circumstances before recommendations are made.
This check is educational. It does not guarantee tax savings, insurance approval, financing, or investment results. Read the Privacy Policy before you send your contact details.