Life is challenging and knowing your finances are in good shape has never been more important.
The Take the Challenge program is designed to identify your financial goals and determine ways to achieve them.
How Does It Work?
It’s as simple as 1-2-3
1. Rate your priorities
Fill out and submit our secure electronic Take the Challenge Worksheet. This worksheet will help you rank your financial priorities/goals in order of importance. Examples of priorities are:
- Finding more “room” in your budget
- Establishing an emergency savings
- Saving for your children’s education
- Saving for retirement
- Savings to purchase, build or remodel a home
- Fixing or building your credit
2. Free credit report review
Meet with a WCCU Financial Services Officer (FSO) to review your finances. This is a perfect opportunity to view your current financial situation and your current credit score. Knowing where you stand financially will help guide your path towards achieving your goals.
3. Find ways to reach your goals
Finally, our FSOs will search for ways within your credit report to reach the priorities you’ve set in the Take the Challenge Worksheet. They analyze your current finances with your goals in mind and present a plan to help you achieve them- perhaps ways to reduce your debt, re-allocate your savings, lower rates, consolidate accounts etc...
To get started, please complete and submit the following:
(If you wish to save or print the worksheets you must do so before submitting)
Take the Challenge Secure Online Worksheet
(Helps to determine your financial priorities/goals)
Take the Challenge Secure Online Budget Worksheet (optional)
(Helps to develop a budget)
Call us at 401.596.7000 or Email us to set up an appointment today - please note email is not secure.
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