The financial planner worksheet for payment account comparison is a great way to determine which financial institution Shelby would want to use. The worksheet provides a space to list the bank’s basic information. This information would be great to have if she needed to reference back to the bank for another question. The worksheet also lists other important questions. For example, there is a list of questions Shelby could ask the bank. Is there a fee for opening the account? Do you offer online banking? Additionally, The worksheet also goes on to list several other questions regarding fees as well as banking hours and ATM availability. For this reason, Shelby should review all completed pages closely to ensure the bank she chooses meets all
