Review of your cash flow and balances
Business services
Financial Assessment
Talk to an advisor to review your organization's financial situation and find the solutions that best fit your goals.
How it works →Advice for organizations
Know where you are and where you want to go
A conversation to understand your needs and guide you to the right solutions.
Guidance on accounts and services for your organization
Analysis of financing needs
Support from an advisor who understands your mission
How it works
A simple conversation with no complications.
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01
Request an appointment
Contact us to arrange a conversation with an advisor.
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02
Share your information
Tell us about your organization, your goals and your current financial situation.
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03
Get recommendations
An advisor will present options for accounts, services and financing.
How to prepare
- Have your most recent financial statements at hand.
- Gather information about your income, expenses and balances.
- Think about your short- and long-term goals.
- Write down the questions you want to ask.
Request your financial assessment
Contact us to arrange a conversation with an advisor.
Frequently asked questions about Financial Assessment
What is a financial assessment?
It's a conversation with an advisor to review your organization's situation and guide you to the accounts, services and financing that best fit you.
Does it cost anything?
An advisor will confirm the conditions when scheduling the appointment.
What information should I bring?
Your recent financial statements, information about your income and expenses, and your goals. An advisor will tell you if you need anything else.
Does an assessment obligate me to take any product?
No. The conversation is meant to guide you; you decide whether to move forward with any solution.
Do I need to be a member of Christian Credit Union to use this service?
This service is available to members. An advisor will confirm the current requirements.