Business Tools and Advice

Business Planner Tool

As a member, joint owner and shareholder in your local Credit Union, you already have a different kind of relationship with your financial institution. That makes business banking here different too:


  • We keep financing decisions local and accountable.
  • Your character, track record and business plan matter.
  • We’d rather give you practical help and support than make stipulations.
In short, we keep it personal because you take your business personally.

So instead of pressing you into a grid full of blanks in a “yes-or-no” mathematical formula, let’s take a few minutes to create a living profile of your business and financial scenario. Our experience with businesses of all sorts has taught us helpful questions to ask, and about how your answers can help move the financing process along efficiently if you have lending needs.

Using this tool can help give you a head start on the right financing strategy for your business.

Download our Business Planner (PDF)