We're glad you're here and ready to visit with one of our trained Financial Coaches. Part 1 of your action plan is to complete the 3 easy steps below. Then send us a quick email and we'll set up an appointment your own Financial Makeover will be under way.

  
Fill out this cash flow worksheet.
This snapshot of your monthly income and expenses will allow us to hit the ground running when we meet. It's the cornerstone for getting a handle on what you have and how to improve. And don't worry if there are items on the worksheet you don't know the answer to. We'll help you. Just fill it out as completely as you can.
Print a copy of your credit report.
Reviewing your credit report is something you should do every 12 months, whether you're in the market for a loan or not. It's a good way to fight identity theft and keep your record clean. Plus, we might be able to help save you some money somewhere along the line.
Make an appointment with us to discuss!
Simply email JoinIn.email@cacu.com to make an appointment with one of our Financial Relationship Specialists. Give us your full name and zip code so we can set a time and branch location convenient for you. Don't forget to bring your worksheet and report from steps 1 and 2 above.


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