1. Define your needs in a financial institution. Refer to the example on page 141 in the book in the first bulleted item under the heading What to Look for in a Financial Institution).

2. Compare 3 financial institutions. Use the criteria the book defines as important: which offers the kinds of services you want and need, is your investment safe (insured), and what are the costs associated with the services you want.

3. List the 3 banks / financial institutions you compared.

4. How did you make your ultimate decision to invest your money in that particular financial institution? (ie: Did their services stand out from the other banks and financial institutions? Be specific).

5. Explain your strategy on the allocation of the $10,000 among the cash management alternatives available in the financial institution of choice.