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Financial Wellness Survey for Doctors

This brief survey is designed to understand the unique financial challenges and goals of mid-career doctors. Your insights will help tailor our specialized financial coaching services to better support your journey towards financial health, ensuring a balanced and fulfilling professional and personal life. Your responses are invaluable and will remain confidential.

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Question 1 of 14

1. Current Financial Goals - What are your top financial goals for the next 1-5 years? 

This question aims to identify the primary financial objectives Doctors have, ranging from savings to investment goals, providing insights into their priorities.

(Select all that apply)
A

Build emergency savings

B

Pay off debt

C

Save for retirement

D

Invest in real estate or stocks

E

Save for children's education

F

Other...to be specified later on the last Question

Question 2 of 14

2 Financial Challenges - What are the biggest challenges you face in managing your finances today? 
 This question aims to identify the most pressing financial hurdles Doctors face to allow them to focus on areas where Doctors need the most support.

 

(Select all that apply)
A

High debt load

B

Insufficient savings

C

Lack of investment knowledge

D

Budgeting issues

E

Planning for retirement

F

Other...to be specified later on the last Question.

Question 3 of 14

3. Investment Comfort: How comfortable are you with investing as part of your financial strategy? (Likert scale from 1-5: 1 being not comfortable, 5 being very comfortable)
This question measures your comfort with various investment types.

A

1. Not comfortable - You have significant apprehension about investing, possibly due to a lack of information or past negative experiences.

B

2. Slightly Comfortable - You're open to investing but still cautious.

C

3. Moderately Comfortable - You have a balanced view, recognizing both the opportunities and risks involved in investing.

D

4. Comfortable - You feel confident about your investment decisions.

E

5. Very Comfortable - You are highly confident and experienced in managing investments.

Question 4 of 14

4. Debt Management: Do you have any specific concerns about debt (e.g., student loans, mortgage)?
This question assesses the types of debt that concern you the most.

(Select all that apply)
A

Student loans

B

Mortgage

C

Credit card debt

D

Other loans (car, personal, etc.)

Question 5 of 14

5. Retirement Planning: How prepared do you feel for retirement?
Understanding how prepared you feel about retirement. 

A

1. Not Prepared at All - You have little to no plans in place for retirement, feeling unsure about where to start.

B

2. Slightly Prepared - You have some basic ideas or initial steps taken toward planning for retirement.

C

3. Moderately Prepared - You have a fair understanding and some plans in place, but there are gaps in your preparation.

D

4. Well Prepared - You have a solid plan for retirement, though there may be room for improvement or optimization.

E

5. Fully Prepared - You are very confident in your retirement planning, with comprehensive strategies and savings in place.

Question 6 of 14

6. Financial Planning Experience: Have you worked with a financial advisor or coach before? If so, what was your experience?

A

No, never worked with one

B

Yes, but not satisfied

C

Yes, and it was beneficial

D

Currently working with one

Question 7 of 14

7. Expectations from Financial Coaching: What are you hoping to achieve by working with a Financial Coach?
This question identifies what Doctors are hoping to achieve through Financial Coaching, ensuring your services align with their goals.

(Select all that apply)
A

Develop a Financial Plan.

B

Receive guidance and education on investments.

C

Debt management advice.

D

General financial education.

E

Retirement planning.

F

Build my Legacy

G

Other...to be specified later on the last Question

Question 8 of 14

8. Work-Life Balance: How does managing your finances affect your work-life balance?
This question explores how financial stress affects your personal and professional life.

A

1. Significantly Negative: Financial worries significantly detract from my personal time and well-being.

B

2. Somewhat Negative: Managing finances is stressful and sometimes impacts my personal life.

C

3. Neutral: My financial situation doesn't notably impact my work-life balance.

D

4. Somewhat Positive: Good financial management somewhat enhances my personal life and job satisfaction.

E

5. Significantly Positive: Effective financial control greatly improves my overall well-being and professional performance.

Demographics

These demographic questions will help to understand the different backgrounds and environments of the respondents for the Study, which can significantly influence their financial situations and needs.

Question 10 of 14

Age Range:

A

Under 30

B

30-40

C

41-50

D

Over 50

Question 11 of 14

Specialty:

(Select all that apply)
A

Primary Care

B

Anesthesiology

C

Cardiology

D

Dermatology

E

Endocrinology

F

Gastroenterology

G

Neurology

H

Oncology

I

Orthopedics

J

Radiology

K

Obstetrics and Gynecology

L

Urology

M

Ophthalmology

N

Rheumatology

O

Otolaryngology (ENT)

P

Pediatrics

Q

Psychiatry

Question 12 of 14

Years in practice:

A

Less than 5 years

B

5-10 years

C

10-20 years

D

More than 20 years

Question 13 of 14

Practice Setting: This question aims to understand the professional environment where the doctor practices medicine. 

(Select all that apply)
A

Hospital

B

Private Practice

C

Group Practice

D

Academic

E

Other...to be specified later on the last Question

Question 14 of 14

FINAL QUESTION:
If you marked before the option of "Other...Specify", now you can answer here.
1. Current Financial Goals - What are your top financial goals for the next 1-5 years? 
2 Financial Challenges - What are the biggest challenges you face in managing your finances today? 
7. Expectations from Financial Coaching: What are you hoping to achieve by working with a financial coach?
Practice Setting?

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