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I Moved My Money – Monica’s Story

Third Act SoCal member Monica shares her experience switching to a green bank.
  1. Monica, why was it important to you to divest your personal finances?

As an environmentalist I think that it is important to reflect that in all aspects of my life.

  1. What was the hardest moment in the move your money process and how did you overcome it?

Changing all my automatic payments to our new credit card.  I am doing it slowly.

  1. What pleasantly surprised you about this experience?

It has been a zillion years since we applied for a new credit card so I was worried that it would be complicated and time consuming.  It was not.

  1. What piece of advice would you give to someone considering switching?

Do not hesitate. Time is critical to saving our planet.  Also, tell the financial institution you are leaving why.

It’s easier than ever to bank responsibly like Monica:

The “Move Your Money” Workbook contains detailed instructions, resources, and checklists to guide you through every step of the switching process!

Watch the “Better Banking: Align Your Money with Your Valueswebinar recording from our friends at Green America.

Want to speak to a real person? Peer facilitators are also available to support you via virtual “office hours”. Click here for more information.

You can also reach out to us via email at thirdactsocalbanking@gmail.com

 

Third Act Southern CA and THIS! Is What We Did volunteers and staff are not financial advisors and we are legally prohibited from giving financial advice. The resources and support we provide are for educational purposes only and all financial decisions are your own.

 

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