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Switching Banks Simplified: A Roadmap for Success

Last year, we shared the inspiring stories of brave Third Acters David R, Kerry, Steve K; and Geri –  members of our SoCal working group who “put their money where their mouth is” by switching to banks that support a sustainable and equitable future. And we’ve got more personal stories coming your way! 

This year, in addition to sharing personal stories, we’ll be introducing you to fantastic resources that can help you on your green banking journey. We begin today with The “Move Your Money Roadmap”, created by Third Act partner This! Is What We Did. Their 10-step guide clarifies and streamlines the green banking process.Just follow along and you’ll be on your way!

Roadmap on how to move one's money
Roadmap on how to move one’s money

That’s all there is to it! Ready to learn more? The “Move Your Money” Workbook contains detailed instructions, resources, and checklists to make following the roadmap even easier! There’s also information on green credit cards and investments.

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

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.

Disclaimer: Working Groups are volunteer-run groups organized by affinity or by geographic location. Working Groups engage in campaign activities, communicate with their Working Group volunteers, and maintain the content on their Working Group webpages.