Financial Safety Checkup

We have explored and understand all of our options for reducing, managing and transferring all the risk that comes with leading a healthcare business.*

We are able to take on a carefully-considered amount of risk as part of our business growth strategy.*

Our physicians and staff understand and appreciate the importance and value of all the benefits we provide.*

Our physicians and staff understand and take responsibility for their role in controlling the cost of our health plan and other forms of insurance.*

Our information systems, including EHR management and security, are an asset not a liability.*

As a business leader, I am fulfilling my legal duties as an employer.*

Beyond what is required of me as an employer, I am doing everything possible to meet my other fiduciary responsibilities.*

If something significant and unexpected were to happen, our business would be able to remain open and financially viable.*

We have access to financial advice that is unbiased, specialized, and highly relevant to our business.*

The insurance we pay for provides exactly the right kind and amount of coverage our business needs.*

What’s next?

On Your Own
An easy way to identify the steps you can take to spot opportunities for improving the financial success and security of your business is to start with the areas you’ve marked as being Utmost or Moderate concern.

For each one, answer these three questions:

1. What could happen if I do not address this area of concern?

2. What can I do on my own to address this area of concern?

3. What is the first step I need to take to address this area of concern?

With Our Help
By submitting your diagnosis, you've already started a meaningful and effective conversation with a WisMed Assure expert advisor.

For free, with no obligation, our experts will review your results and advise you on what you can do quickly and easily to improve your financial security.

Preferred time to talk*

Do you prefer to be contacted by*

Balancing my medical career with my personal and family life is of*

Knowing I am doing everything I can to protect my financial security is of*

Becoming and/or remaining debt-free is of*

Involving my spouse in financial planning is of*

Being able to maintain my lifestyle, protect my family and meet my financial obligations in the event of illness or injury is of*

Having someone I can trust for factual, relevant and comprehensive information and guidance is of*

Having a clear and practical plan for achieving my financial goals is of*

Being worry-free so I am better able to practice high quality medicine, enjoy life outside of medicine and sleep well is of*

Being able to measure my progress towards my most important goals is of*

Knowing I am part of something bigger than myself that gives me greater power and influence is of*

What’s next?

On Your Own
An easy way to identify the steps you can take to improve your financial security is to start with the areas you’ve marked as being of Utmost or Moderate concern.

For each one, answer these three questions:

1. What could happen if I do not address this area of concern?

2. What can I do on my own to address this area of concern?

3. What is the first step I need to take to address this area of concern?

With Our Help
By submitting your diagnosis, you've already started a meaningful and effective conversation with a WisMed Assure expert advisor.

For free, with no obligation, our experts will review your results and advise you on what you can do quickly and easily to improve your financial security.

Preferred time to talk*

Do you prefer to be contacted by*