Move your bank accounts safely

Transition your checking transactions from one bank to a better bank

Moving banks can be a tedious headache. Resetting your transactions and moving money requires patience. We'll guide you with smart tips as you do it.

Price:

125

Who's it For?

Anybody looking to move bank—or already doing so

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental Prep

Consultation on what you're looking for in a bank and what feels most challenging about transitioning banks
Personal privacy review: We'll set boundaries on how private you feel about your bank account transactions and what you're open to sharing

Identifying

Catalog all transactions, using the last year's worth of transactions
Identify any changes to recurring transactions you want to set up
If you haven't yet chosen a bank, we'll provide a research summary

Transferring

Together, we'll move recurring transactions, reset credit card payments and other bills, and track outstanding checks
We'll create a schedule and follow-up to-do's to deprecate the old bank account

Problems this pack addresses:

What can you expect in this pack?

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

We’ll identify achievable homework to do between sessions

We'll divide up the work between us where possible, working virtually and between sessions.

You'll receive easy-to-grasp research on the state of today's financial offerings and key factors you might consider

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

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Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

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