Each day, our team is meeting with individuals to help them make the best decisions for their financial lives. After more than 10,000 one-on-one coaching sessions, we know that each investor is unique; we all have different financial challenges, goals, and priorities.  So, we’ve created the Hierarchy of Financial Needs:

2023 Hierarchy of Financial NeedsIt’s a road map that leads you, step-by-step, in making the best decisions for your financial life – beginning with key foundational pieces such as developing emergency savings. Check out this short Money Hacks video to find out more.



If you have a money question you'd like answered, don't forget to email us! This series is made from calls and questions we get from employees, investors, savers, and people just planning for their future, so if you have a question, let us know