Money & Mind

Control your mind and you can control your destiny. Much of your lifetime financial success will result from your knowledge, beliefs and behaviors around money.

We hope the thinking-about-your-thinking scorecard exercises below will help to clarify and strengthen your financial decisions.

The Early-Career Scorecard

This scorecard invites you to evaluate yourself using key factors that can drive a fast start toward financial success.

Using the Early-Career Scorecard: While taking the scorecard, use the “Insights and Actions” field to record your notes to self. Upon completion, you’ll receive your total score. To interpret your results, please visit Your Early-Career Money Mindset Score.

Click here to learn more about MATRIX principles for savings and debt paydown. 

The Peak-Career Scorecard

This scorecard is geared toward physicians who are contemplating their retirement transition. It may validate your existing approach or help you to identify changes that should improve your results.

Using the Peak-Career Scorecard: While taking the scorecard, use the “Insights and Actions” field to record your notes to self. Upon completion, you’ll receive your total score. To interpret your results, please visit Your Peak-Career Money Mindset Score.

To learn more about functional wealth, watch this short video.