Chapter 04 · The audit

Medical Wealth

Your health safety net: insurance coverage, emergency preparedness, preventive care habits, and the documents that protect your medical wishes.

Learn more: Medical Wealth guide · Physical Wealth guide · Understanding Health Insurance

Your Medical Assessment

Health Insurance Status

Dental & Vision Coverage

Health Savings (HSA/FSA) or Medical Fund

HSA, FSA, or any fund set aside for medical expenses

How confident are you that your insurance would cover a major medical event? 5

Not confidentVery confident

Medical Info Accessible in Emergency

Allergies, medications, conditions, blood type

Emergency Contacts Documented & Shared

First Aid Knowledge & Supplies

If you had a medical emergency right now, how confident are you in your support system? 5

Not confidentVery confident

Annual Check-ups

Age-Appropriate Screenings

Blood pressure, cholesterol, dental, cancer screenings, vaccinations

Preventive Lifestyle Habits

How confident are you that your preventive care routine will catch problems early? 5

Not confidentVery confident

Health Care Proxy / Power of Attorney

Someone authorized to make medical decisions if you cannot

Advance Directive / Living Will

Organ Donor & End-of-Life Wishes Documented

How confident are you that your medical wishes would be followed if you couldn't speak for yourself? 5

Not confidentVery confident

Medical Wealth Report

Your Medical Snapshot

medical score

Strongest domain

Weakest domain

0 / 4

Domains scoring 7+

Gaps identified

Domain Breakdown

Insurance & Coverage 0%

Emergency Preparedness 0%

Preventive Care 0%

Directives & Documentation 0%

Tip

Top 3 Gaps to Address

Annual review

Re-take this assessment annually during open enrollment season. Update your emergency medical info, review advance directives, and schedule any overdue screenings.

This is a self-assessment tool for educational purposes only.
It is not a substitute for professional medical, legal, or financial advice.
Re-assess annually for best results.

Your Wealth Dimensions

Explore all your wealth dimensions.

Financial Wealth

Cash flow, debt, savings, and optimization

Medical Wealth

Health preparedness & medical security

Mental Wealth

Mindset, learning & resilience

Physical Wealth

Fitness, nutrition, sleep & health habits

Retirement Wealth

Retirement readiness & long-term income security

Security Wealth

Risk resilience & recovery readiness

Social Wealth

Relationships & community

Time Wealth

Freedom, flexibility & autonomy