Financial Planning Manual

This financial information packet is meant to serve as a tool for you and the credit union to help you make decisions, identify problem areas, and identify areas of strength. As you can see, the information goes beyond establishing income and debt levels. It is meant to provide a TOTAL picture of your financial lifestyle. This will require you to research and study several areas of your financial habits. We encourage you to be as thorough as possible when completing this form. Complete information will increase the effectiveness of this tool. Once the information is complete, it will be evaluated by your credit union representatives who will meet with you and discuss options or make recommendations.

 

Click on the Cover Graphic to download a pdf version of the Financial Planning Book.