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 Worksheet. Determine 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!