Assessment Tools For Physicians
From Guesswork to Clarity: See Where You Stand
Financial confidence starts with understanding your current position. Our physician-focused assessment tools are designed to give you a clear snapshot of your wealth architecture-without the jargon, overwhelm, or product pitches.
Think of this as your financial pulse check: quick, actionable insights tailored to physicians navigating compressed timelines, complex tax rules, and high-stakes career decisions.
Available Assessments
The Financial Framework Assessment
Do you have a solid foundation—or are there blind spots in your planning? This tool evaluates your literacy, your current framework, and how well your strategy matches your goals. Walk away with a tailored report that highlights strengths, gaps, and your next best step.
RRSP Efficiency Questionnaire
Most physicians are told to “max their RRSP” — but very few are shown how to use it efficiently at their specific stage of practice. This quick 8-question assessment helps you evaluate whether your RRSP strategy is truly supporting long-term physician wealth building, or simply checking a box.
A Benchmark for Your Financial Team
Our assessment tools don't replace your advisors-they make them better. By providing a clear benchmark of where you stand, these tools create a shared starting point for you and your financial planning team. Instead of vague check-ins or reactive advice, you'll walk into meetings with the clarity and confidence to ask right questions.