Building Your Own Financial Plan Goals 1. Identify the banking services that are most important to you. 2. Determine whi

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Building Your Own Financial Plan Goals 1 Identify The Banking Services That Are Most Important To You 2 Determine Whi 1 (63.57 KiB) Viewed 42 times

Building Your Own Financial Plan Goals 1. Identify the banking services that are most important to you. 2. Determine which financial institution will provide you with the best banking services. Analysis 1. Evaluate what banking services are most important to you with a score of 10 for the most important and 1 for the least. Then evaluate three financial institutions with respect to the services offered; rate the institutions from 5 as the best for that service to 1 as the worst. The template will calculate scores for each institution. Banking Services Scorecard YOUR PRIORITY Credit Union Name RANK SCORE 0 0 0 0 SERVICES OFFERED 1. Hours of operations evenings, Saturdays 2. Locations proximity to work and home 3. Fees/minimum balance for chequing accounts 4. Fees for ABM usage S. Interest rate on savings accounts 6. Interest rate on chequing accounts 7. VISA/MasterCard available and annual fee 8. Interest rate on home loans 9. Interest rate on car loans 10. Safety deposit boxes and rental rates TOTAL SCORE FOR EACH INSTITUTION Chartered Bank 1 Name Chartered Bank 2 Name RANK SCORE RANK SCORE 0 이 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Decisions 1. Describe the services and characteristics that are of prime importance to you in a financial institution 2. Which of the financial institutions you evaluated is most optimal for your needs? Why? wars 5 5