Banking Services
	Personal 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 up to three financial institutions with respect to the services
	offered; input the institution's SCORE (5 as the best for that service to 1 as the worst). The template
	will calculate TOTAL scores for each institution. For your reference, input the RANK (1 is the best, 3 is the worst)
	Banking Services Scorecard
	SERVICES OFFERED		PRIORITY	RANK	SCORE	RANK	SCORE	RANK	SCORE
	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
	5. 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
	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?