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Where Should My Next Dollar Go?


Many people feel stress or uncertainty about where their next dollar should go. When no framework is given, individuals may run the risk of inefficiently deploying cash, overspending, or leaving too much money in their bank accounts.

The downloadable flowchart will help you determine the best “financial order of operations” for your unique goals and preferences.

This flowchart covers important factors such as:

  • Financial security (e.g., emergency fund, financially solvent, adequate insurance, etc.).

  • Taking advantage of any “free money” available to you through your employer benefits.

  • Considering specific accounts or strategies that may further complement your goals, while being mindful of any unique situations that may affect your decisions.

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