Financial Wellness Designed for Healthcare Professionals.
Assess your financial health, receive a personalized diagnosis, and build a treatment plan for long-term financial independence — using the same clinical workflow you already trust for your patients.
- Financial Age
- Financial Independence Progress
- Healthcare Peer Benchmarking
- Personalized Financial Prescription
- Financial Prognosis
- Financial Rounds progress notes
- Financial Vital History over time
Score
82
Sinus Rhythm · Mild Tachycardia. Strong financial health with minor improvement opportunities.
Cash Flow
84
Emergency Fund
72
Debt
68
Retirement
91
The Scoring System
One score. Three possible diagnoses.
Your responses are evaluated across five financial vitals to generate a Code Green Score from 0 to 100. That score determines your triage color.
80 – 100
Financial vitals are strong. Maintain habits and monitor regularly.
60 – 79
Stable but at risk. Targeted interventions are recommended.
0 – 59
Elevated financial risk. Immediate intervention is recommended.
The Clinical Workflow
The same protocol you already trust.
- STEP 01
Assessment
- STEP 02
Diagnosis
- STEP 03
Risk Factors
- STEP 04
Interventions
- STEP 05
Treatment Plan
Ready for your financial checkup?
Twelve quick questions. A clear diagnosis. A prioritized treatment plan you can start today.
Start My Financial CheckupDisclaimer: Results are educational and are not financial, tax, or investment advice. Code Green Financial Triage does not connect to your bank, brokerage, or benefits accounts. Please consult a qualified financial professional before making decisions.