How many cards and bank accounts do you have? We often have more bank accounts than we need, complicating our finances, reducing synergies, and increasing our fees.
Implementation and cost
- Do an audit of your bank accounts and fees.
- Consolidate your accounts into a single bank with singular accounts (e.g. 1 checking account, 1 credit card, 1 savings account).
- Compare fees with competing banks through comparison sites such as Mozo.