Financial Priority Assessment

What the framework is

Financial priority assessment compares your financial goals and commitments, such as paying off debt, building savings or a deposit, to decide where money should go first. The template starts with five criteria: Long-Term Benefit, Urgency, Risk Reduction, Personal Importance and Feasibility. The criteria can be changed, added to and weighted.

What the result looks like

When it earns its place

Use it when you are deciding how to split a limited monthly budget or a lump sum between competing goals.

How to run it with a group

1. List your financial goals and commitments, with rough amounts.
2. Decide how much each criterion counts for you.
3. Compare the priorities two at a time on each criterion. If you share finances, send your partner the link too. Participants do not need an account to respond.
4. Fund from the top of the ranking.

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