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The Priority Pyramid Mortgage Planning Pay down Principle

Priority #6

Other Investments (Real Estate, Stocks, Municiple Bonds, Etc)

Priority #5

Invest in Tax-Deferred Savings Plans (Coverdell, 529B, Etc.) Maximize Contributions in Tax-Deductible Savings Plans (401K, IRA, Etc.) Pay off HIgh Interest, Non-Deductible Debt (Credit Cards, Auto Loans, Etc.)

Priority #4

Priority #3

Priority #2

Build a “Cash Stash” Reserve (3-6 months expenses) Priority #1


Financial Priority Pyramid

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