Simplify your banking
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.
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