1. What’s Next for Your Personal Financial Plan?

Assess whether the current types and sources of your financial services are appropriate.

Determine additional financial services you may wish to use in the future.

Planning the Use of Financial Services Purpose: To indicate currently used financial services and to determine services that may be needed in the future.
Financial Planning Activities: List (1) currently used services with financial institution information (name, address, phone), and (2) services that are likely to be needed in the future. This sheet is also available in an Excel spreadsheet format in Connect Finance.

Suggested Websites: www.bankrate.com, www.consumerfinance.gov, banking.about.com

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Types of financial services Payment services (checking, ATM, online bill payment, money orders) Current financial services used Financial Institution Additional financial services needed Savings services (savings account, Financial money market account, certificate of deposit, savings bonds) Institution Credit services (credit cards, personal Financial loans, mortgage) Institution Other financial services (investments, Financial trust account, tax planning) Institution