The Wellness & Wealth Annual Review for Healthcare Providers

A simple, actionable workbook to help you reflect on your finances, energy, health, and life without shame, pressure, or rigid resolutions.

As healthcare providers, we spend our careers caring for others and meeting expectations, but rarely pause to reflect on how we’re actually doing.

The Wellness & Wealth Annual Review is a short, guided worksheet designed specifically for medical professionals who want more clarity, calm, and alignment heading into the next year.

This isn’t a budget spreadsheet or a productivity plan. It’s a whole-life check-in that connects financial wellness, burnout prevention, and sustainable living.

Inside the guide, you’ll reflect on:

• Your financial health and money stress

• Work energy and burnout signals

• Physical and mental well-being

• Time, freedom, and lifestyle alignment

• What to keep, stop, and start next year

Set aside 15–30 minutes, answer honestly, and use this as a reset- not a performance review.

Download your free workbook today reflect on the past year to start your next intentionally!

📥 Grab Your Free Workbook Below