CU Strategic Planning Helps Credit Unions
Serve Vulnerable Members

As we all adjust to the widespread implications of COVID-19 CU Strategic Planning’s owners want you know that we are still here for you and your credit unions. Members need credit unions more than ever before. We know there are risks involved, but our proven strategies help to mitigate them. 


CU Strategic Planning’s work over the past decade has been mitigating that risk through CDFI grants for loan loss reserves.


Our credit unions look to us to design risk-mitigating product features, partnerships and business plans to serve vulnerable people in ways regulators will support. Would you benefit from support during this time?

We've added a COVID-19 Resources page to provide files and downloads of special interest to credit unions.


Our mission: unlocking credit unions' potential to change lives.


Message from the Owners


Our credit unions are an extension of our own families. Each of us has chosen this work to make a difference in the world and our communities. Learn how we are working remotely and taking precautions to ensure business continuity, safeguard staff and increase our support of credit unions in this time of need.


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