Westerly Community Credit Union Survey
Required Required Question(s)
Required 1.

What is your financial priority?

Rank the importance of the following items:                                           1 Low .... 5 High
 1 2 3 4 5 
Finding more "room" in my budget
Establishing emergency savings
Saving for my children's education
Retirement planning
Buy/build/remodel my home
Fixing or building my credit
Required 2.

Have you made a plan to achieve your financial goal(s)?
Yes
No
Not Yet
Required 3.

Do you know about our Take the Challenge program?
Yes
No
I would like to learn more
4.

Are you interested in setting up an appointment? We are available to meet with you to evaluate your financial situation and offer recommendations that can you help you achieve financial success. Please fill in your information and we will contact you shortly.
First Name:
Last Name:
Home Phone:
Email Address:
emailaddress@xyz.com

Required 5.

Are you a member of WCCU?
Yes
No
Required 6.

Are you male or female?
Male
Female
Required 7.

How old are you?
18 or Under
19-30
31-45
46-65
Over 65

Have financial goals but not sure how to reach them? Please take the time to tell us what is important to you. Take the Challenge and fill out a financial worksheet today!