Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Old MathJax webview this is one of the worksheet of building your own financial plan as i am college student .kindly answer it. i am

Old MathJax webview

image text in transcribed

image text in transcribed

this is one of the worksheet of building your own financial plan as i am college student .kindly answer it.

i am studying in canada ( st clair windsor)

Turus Data Review View Halo Tell me what you want to do - VIEW Be carattere Nemech contamines Unless you nied to sit it's sales to stay inced View Ves - Facts B Name: D G H Date: 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 Chartered Bank 1 NamChartered Bank 2 NameCredit Union Name SERVICES OFFERED PRIORITY RANK SCORE RANK SCORE RANK SCORE 1. Hours of operations - evenings, Saturdays 0 0 2. Locations proximity to work and home 0 . Fees/minimum balance for chequing Fees for ABM usage 0 Interest rate on savings accounts 0 0 Interest rate on chequing accounts ect introduction Cash flow Goals Savings Bank Service Summary OOOOO OOOO here to search o ON View Holy fall me what you want to do LD VIEW Be care o comunita you need to edwin stay in to view D E F 0 0 B 3. Fees/minimum balance for chequing 4. Fees for ABM usage 5. Interest rate on savings accounts 6. Interest rate on chequing accounts 7. VISA/MasterCard available and annual 8. Interest rate on home loans 9. Interest rate on car loans 10. Safety deposit boxes and rental rates TOTAL SCORE FOR EACH INSTITUTION 0 0 0 0 0 0 ooooooo 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? bject in reduction Cath low Goals Savings Bank Service Summary 17 here to search . Turus Data Review View Halo Tell me what you want to do - VIEW Be carattere Nemech contamines Unless you nied to sit it's sales to stay inced View Ves - Facts B Name: D G H Date: 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 Chartered Bank 1 NamChartered Bank 2 NameCredit Union Name SERVICES OFFERED PRIORITY RANK SCORE RANK SCORE RANK SCORE 1. Hours of operations - evenings, Saturdays 0 0 2. Locations proximity to work and home 0 . Fees/minimum balance for chequing Fees for ABM usage 0 Interest rate on savings accounts 0 0 Interest rate on chequing accounts ect introduction Cash flow Goals Savings Bank Service Summary OOOOO OOOO here to search o ON View Holy fall me what you want to do LD VIEW Be care o comunita you need to edwin stay in to view D E F 0 0 B 3. Fees/minimum balance for chequing 4. Fees for ABM usage 5. Interest rate on savings accounts 6. Interest rate on chequing accounts 7. VISA/MasterCard available and annual 8. Interest rate on home loans 9. Interest rate on car loans 10. Safety deposit boxes and rental rates TOTAL SCORE FOR EACH INSTITUTION 0 0 0 0 0 0 ooooooo 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? bject in reduction Cath low Goals Savings Bank Service Summary 17 here to search

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Trading For Beginners 25 Secrets To Trade For A Living

Authors: Mark Bresett

1st Edition

1521327742, 978-1521327746

More Books

Students also viewed these Finance questions