Financial clarity meets clinician well-being—now in one integrated experience.
Invented by Mayo Clinic and validated through extensive, peer-reviewed research, the Well-Being Index is the only online self-assessment tool proven to accurately measure multiple dimensions of clinician well-being and predict risk of distress across eight unique healthcare roles.
In a new collaboration with Direct Wealth Care, this foundation of clinician wellness support is built upon by addressing one of the most taboo drivers of clinician burnout: personal finance.
Direct Wealth Care provides conflict-free financial wellness resources specifically for healthcare professionals, free from product sales, commissions, or hidden agendas—ensuring clarity, safety, and trust.
Together, we’re making financial well-being a natural, research-backed part of clinician wellness.
Why This Partnership Matters
As one of the most significant drivers of clinician distress, financial stress is a major contributor to:
- Burnout and increased turnover
- Decreased professional engagement
- Household and family tension
- Long-term well-being and stability
Exacerbating these symptoms, many clinicians feel uncomfortable discussing money, have been exposed only to sales-driven financial content, or simply don’t know where to begin.
The Well-Being Index’s validated view of distress, combined with Direct Wealth Care’s research-backed insights, helps medical professionals and organizations see precisely how personal finance impacts well-being across healthcare roles.
This partnership connects two essential truths:
- Financial stress meaningfully affects clinician well-being.
- Clinicians need role-specific, conflict-free guidance and support.
Role-Specific Support Across the Healthcare Spectrum
The pressures and financial realities faced by physicians, nurses, APPs, dentists, pharmacists, students, and other healthcare professionals are not the same.
Even though many financial planning principles are universal, the context, pressures, timelines, and constraints vary dramatically.
For example:
- Physicians often manage delayed earning years, high student debt burdens, and
complex contract structures.
- Nurses frequently navigate variable schedules, shift-based income, and unique
retirement benefit structures.
- Dentists and dental specialists manage practice ownership decisions, equipment
financing, and higher upfront capital requirements.
- Other healthcare roles face their own distinct combinations of financial strain,
uncertainty, and professional demands.
The Well-Being Index and Direct Wealth Care are built to deliver role-specific, personalized resources tailored to each clinician’s needs—guided directly by their validated well-being assessment. This moves far beyond one-size-fits-all support, ensuring every clinician receives guidance that matches their real circumstances.
A New Layer of Insight for Clinicians
After completing the Well-Being Index assessment, clinicians can access Direct Wealth Care’s financial well-being pathways, allowing them to:
- Understand how personal financial stress influences their well-being
- Access occupation-specific resources aligned with their Well-Being Index results
- Start their financial clarity journey in under ten minutes
- Explore unbiased content with zero product sales and without sharing personally identifiable information
- Connect with peers in private, role-specific community spaces
By removing the pressure of sales pitches and financial stigma, and tailoring content to specific healthcare roles, financial well-being becomes approachable and actionable—even for clinicians who have historically avoided the topic.
Support for Healthcare Organizations & Leadership Teams
Distress costs healthcare organizations millions of dollars every year—driven by turnover, reduced productivity, and disengagement. And financial stress is a silent but powerful contributor.
Through this partnership, organizations now gain:
- Aggregated, anonymous financial stress insight across roles
- Clear visibility into how financial stress influences well-being and retention
- A structure, research-grounded next step to financial wellness following the Well-Being Index assessment
- Scalable financial wellness options (employer-paid, employee-paid, or shared)
- Role-specific support that aligns with how clinical environments are structured and staffed
By addressing the financial dimension of well-being through a conflict-free model, organizations enhance their ability to provide comprehensive support to their people.
How It Works
A streamlined, secure way to blend wellness support and financial clarity—without adding work for your team.
- Clinicians complete the Well-Being Index assessment and gain immediate access to Direct Wealth Care’s conflict-free financial tools, modules, and guided support—all in under 10 minutes with no personally identifiable information and no AI interactions required.
- Organizations can enable optional financial stress survey questions to surface deeper insights and receive aggregated, anonymous data to inform well-being strategy and intervention planning.
In just minutes, your teams get meaningful financial well-being support—and you get actionable insight without compromising privacy.
Shared Purpose
The Well-Being Index X Direct Wealth Care partnership ensures clinicians receive cutting-edge support across every dimension that affects their well-being—including the financial realities that shape their lives and careers.
Our team can help you uncover what your engagement rates mean—and how to improve them. Talk to us about strategies tailored to your team.
