The use of payment services and savings programs influences other aspects of financial planning. Attempts to minimize banking fees while maximizing earnings on funds are common objectives.
Short-Term Financial Planning Activities | Banking Services Websites |
1. Identify various financial services needed for savings, payment, and money management activities. Identify financial institutions that you might use to obtain these services.
|  PFP Sheet 01
(41.0K)
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2. Compare the rates of return, fees, and other factors for different savings plans that you might use to meet your financial goals.
| PFP Sheet 02
(55.0K)
PFP Sheet 03
(48.0K)
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3. Compare the features and costs of checking and check card services at various financial institutions.
| PFP Sheet 04
(47.0K)
PFP Sheet 05
(34.0K)
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Long-Term Financial Planning Activities |
1. Identify saving decisions that would best help you achieve long-term financial goals.
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2. List the economic conditions (inflation, current interest rates) and personal factors related to the costs and benefits of financial services that you should monitor as your personal life situation changes over time.
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