The Moving Up life stage prioritizes family above all

Gone are the days of YOLO and “just for the heck of it”. In the Moving Up life stage, you start to shed your old habits and pave the way for life-changing events, like getting married, welcoming your newborn child, and nurturing a home. Having dependents highlight the need to find other ways to save, protect, and invest your money. After all, you’re no longer after your own pleasures, but are more focused on building the future of those who are counting on you.

Goals and characteristics

  • Puts family above all
  • Is preparing to fund a child’s education, house purchase, or a family vacation
  • Must provide for the present while covering for the future
  • Needs to get life insurance and an investment portfolio

What to do when moving up?

Create a spending plan icon

1. CREATE

a conscious spending plan.

Build an emergency fund icon

2. BUILD

an emergency fund.

Ensure your future income icon

3. ENSURE

your future income.

Safeguard your income icon

4. SAFEGUARD

your income in case of an illness or injury.

Build an education fund icon

5. BUILD

an education fund.

Save and invest icon

6. SAVE & INVEST

for life milestones.

Learn more about the other life stages