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Take the Challenge logo

Life is challenging and all of us at WCCU are here to help. Please take the time to tell us what is important to your business, so we can help you achieve financial success!

How Does It Work?
It’s as simple as 1-2-3

1. Rate your priorities

Fill out and submit our Business Take the Challenge Secure Online WorksheetDetermine what is most important to your business to achieve financial success. Rating them by importance will help you to start setting goals.
 
Examples of priorities are:

  • Reducing or refinancing business debt
  • Establishing emergency savings for off season
  • Increasing cash flow
  • Retirement planning
  • Purchasing/building/remodeling commercial real estate
  • Buying or refinancing a commercial car/vehicle/equipment

2. Review your finances

Next, visit with WCCU's Small Business Lending Officer to review your credit report. This is a perfect opportunity to view your current financial situation and your current credit score. Knowing where you stand financially will help uncover ways to help you get started on creating ways to achieve your goals.

3. Find ways to reach your goals

Finally, we will search for ways within your credit report to reach the priorities you've set in the Business Take the Challenge Worksheet. Then we will analyze your current finances with your goals in mind and present a plan to help you achieve them!

To get started, please complete and submit this Business Take the Challenge Secure Online Worksheet

(If you wish to save or print the worksheet you must do so before submitting). 
 
Contact Holly DePerry, Small Business Lending Officer at 401.596.7000 x2136 or email hdeperry@westerlyccu.com to set up an appointment today - please note email is not secure.
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