Diagnose Your Needs

Your Financial Security Diagnosis is a quick and easy way to assess how confident you are about your financial security and identify areas that need your attention. Plus, if you want a little help in identifying the best, next steps to take towards greater financial security, you can submit your results for a free, no obligation review by a WisMed Assure expert advisor.

Diagnose Now

The Physician’s Decision Matrix
This is a brand-new, collective wisdom-sharing initiative you want to be part of. Take a minute to learn more and get into the conversation here.

Financial Security Diagnosis


Complete this quick and easy diagnosis to assess your current level of financial security. Use your results to identify your opportunities for improvement.

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

Utmost concernModerate concernNo concernNot Applicable

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.

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