WHICH CHECKING ACCOUNT IS RIGHT FOR ME?

Wherever you are in your journey, we can help you navigate your next steps.

Where are you in your financial journey?

Getting Started

 

I’m new to banking, but I’m ready to learn.

 

 

Expand the Foundation

 

I want to better manage my finances and plan for the future.

 

Build the Nest Egg

 

I have a clear picture of my money and want to continue working toward my goals.

What do your monthly deposits look like?

I plan to make at least one deposit each statement period.

 

 

I’m in school or working a new job, so I don’t currently plan to make consistent monthly deposits.

I plan to make monthly deposits of at least $5,000 each statement period.

 

 

What are your immediate financial goals?

Easily navigate unplanned events, and enjoy my life without it impacting my future goals.

 

Move to a new city, start my financial journey, and enjoy my life without impacting my future goals.

 

Buy a home, pay down my debt faster and more effectively, and enjoy my life without impacting my future goals.

What are your long-term financial goals?

Continue to grow a safety net for my family.

 

 

Save for a child's education, start a business, or prepare to buy a house.

 

Pay off debt as quickly as possible, build a safety net for emergencies, and save money for grad school.

Age is just a number, but how experienced are you with managing your money?

I’m under 25, so I’m learning how to balance a budget and still enjoy life

 

I have an established retirement account (and I can remember life before dial-up)

I’m experienced enough to keep my budget on track