• 50% of physicians have a net worth less than $2 million, despite being in the top 1% of wage earners.

• 50% work beyond age 65 due to financial necessity despite having a $350K average annual income.

• Financial trouble is the #2 reason for burnout and depression.

• Financial troubles are a major contributor to over 400 doctor suicides per year.

WHAT TO EXPECT DURING THIS CHECKUP

A 30-minute financial wellness checkup with Wealth Dx serves as a quick, focused session where a financial advisor guides the physician through a questionnaire to assess key aspects of their financial situation, such as income, debt, savings, and retirement goals. This preliminary conversation helps identify financial priorities and compatibility with Wealth Dx's services, setting the stage for a potential deeper financial planning discovery meeting.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Meet with Our Team

We’re here to help you feel confident in your financial future.

Email

[email protected]

Phone

844.877.5267

Address

240 N. Tarragona St.
Pensacola, FL 32502
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