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Propose a Plan

You're one of a kind and nobody kows you as well as you know yourself. However, sometimes your spending habits might surprise even you! Knowing the money you have coming in and going out can go a long way in identifying what you have now, comparing it to where you want to be, and making a plan on how you're going to connect the two. Here are some tips, ools, and products that may help you set a financial plan for yourself.

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If you're interested in opening a Business, Trust, or other type of account, please visit your nearest branch.

Redwood Credit Union serves anyone living, working or owning a business in California’s Northern Bay Area, which includes the counties of Sonoma, Marin, Napa, Mendocino, Lake, San Francisco, Contra Costa and Solano. We look forward to serving you!

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If you're interested in opening a Business, Trust, or other type of account, please visit your nearest branch.

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Financial wellness