Welcome to the money table

Top 10 Money Moves

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You belong in this seat, and you're just getting started. Big or small, your next money move takes you even further. Money moves are action steps that get you involved with your finances, and we have plenty for you to choose from. Wherever you are, there's a money move to make. So, let's get started.


You can't make your dream come true if you don't know what it looks like. Figure out what truly matters to you, and what you want in your future. Then, make moves to make it happen.

Dream your dreams

Big-picture goals

Make your mark

Legacy building


These are the moves that keep you moving. They have a positive ripple effect across everything you do, and set you up for larger decisions. Whether you're making these moves for the first or fifteenth time, check them off your list.

Know your (net) worth

Why it matters

Budget for you

Spending and saving

Talk money

Open conversations

Find expert support

Financial Advisors


Make these moves today for the life you want tomorrow. A little bit of action now could grow and build, paying off later (in a big way). Your future self says thank you.

Check your cash

How much should you keep?

Know your "enough"

Your unique number

Leave no loose ends

Planning for your family

Make your money work

Investment choices

Are you ready to own your worth?

Connect with your UBS Financial Advisor or click here to find one.