Whether you’re approaching a new financial institution, trying to improve your existing relationship or seeking loans to improve your financial position, we can help you look attractive to loan officers. We prepare you for those critical meetings by providing a strategic financial document compilation, highlighting any data that will help you secure the funding you need. By answering all of the bank’s questions ahead of time, we ensure your approach is proactive, rather than reactive to the bank’s loan requirements and requests for additional financial documents. Banks not only want to do business with profitable consumers, but they are also attracted to consumers who are smart and proactive. Our consultants help you see new opportunities. We analyze your personal financial performance and look for strengths, weaknesses, opportunities and threats.
Stay on top of your personal financial position – we offer continuous monitoring of key ratios of your personal cash flow forecast to ensure that your personal financial journey stays on the right track.
You may have set up your accounts over the years and you may believe them to be all structured and titled correctly, however, banks have changed the way they do business and several different people may have set up these accounts. Did each of them do it correctly? Are your accounts the best they can be? Do you know what will happen in an emergency? Westlund Consulting will sit down with you and review all your accounts at all your different financial institutions to make sure that they are as good as they can be. Westlund Consulting is your trusted consultant, because we are both bonded and insured.
Do you need help setting up online banking, online bill pay, online statements, or any other technology? We’ll take the time to walk you step by step through the process and assist with training so that you can make your financial management easier.
Are all your account FDIC insured? Are you absolutely sure? Westlund Consulting will perform a comprehensive FDIC analysis that will put your mind at ease.
Find out how to save time, a stamp, and a tree by paying your bills and scheduling future or recurring payments all online.
Find out how Bank Credit Cards and the Bank Check Cards give you more control over how you make payments, and reward you for their use!
Find out how to transmit checks for deposit from your business 24/7 without going into the bank.
Find out how to have better control over your cash position, simplify accounting, and accelerate incoming payments daily.