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Current financial services used Additional financial services needed Types of financial services Payment services (checking, ATM, online bill payment, money orders) Financial Institution Financial Institution

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

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