WE VALUE

  •  Honesty & integrity, in all we do.

  • People helping people. 

  • Using our powers for good.

  • Financial inclusion.

  • Diversity and equity.

  • The Credit Union International Operating Principles.

  • Helping credit unions achieve a double bottom line driven by community development. 

OUR SERVICES

 

Yes, we facilitate credit union strategic planning meetings. We're also the #1 CDFI grant writing firm for credit unions. What you may not know is that those grants are actually credit union business plans. Our expertise with the credit union business model is why we win. Learn about our ROA improvement and loan growth work, field of membership expansion, and much more.

CASE STUDIES

 

Our clients' ROA is four times greater than the industry average: 103 basis points higher! What's more inspiring? ROA increased by 85 basis points from the first year they came to work with us. Beyond the numbers, our credit unions expanded service to millions of working-class people and made significant impacts in their communities.

 

 

 

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Credit Union Strategic Planning | 535 Dock Street, Suite 209 | Tacoma, WA 98402 | (253) 200-0418