BALANCESM Financial Fitness Program

During challenging economic times, your credit union can be your first financial resource. With BALANCE, you can access comprehensive financial education and counseling services at no charge to you.


BALANCE counselors are experts in all aspects of personal finance and credit. And because BALANCE doesn't sell any financial products, you can be sure the information and advice you receive are objective and unbiased.


Attend a Webinar

BALANCE offers no-cost, monthly webinars on different financial topics.


July —Investing In Real Estate

Investing in real estate can be a great way to boost income - if done wisely. To help investors turn a profit, we'll cover the pros and cons of different properties, resources for finding investment opportunities, and financing options.


Session 1: Tuesday | July 12, 2022 from 11:30 a.m. – 12:30 p.m.
Register: Investing In Real Estate - Session 1


Session 2:
 Thursday | July 21, 2022 from 6:30 p.m. – 7:30 p.m.
Register: Investing In Real Estate - Session 2



August - Raising A Money Smart Kid

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.


Session 1: Tuesday | August 9, 2022 from 11:30 a.m. – 12:30 p.m.
Register: Raising A Money Smart Kid - Session 1


Session 2: Thursday | August 18, 2022 from 6:30 p.m. – 7:30 p.m.
Register: Raising A Money Smart Kid - Session 2




BALANCE Resources

Whether you are purchasing your first home, buying a new car, managing debt, or learning about protection from identity theft, BALANCE has videos to help.


Money Management Counseling

Schedule a BALANCE telephone counseling appointment anytime throughout the day or evening, weekdays and weekends. Each session lasts about an hour and can be conducted in English or Spanish.


Your counselor will work with you to determine your needs in these areas:

  • Money management
  • Goal setting
  • Budgeting
  • Savings plans
  • Debt repayment
  • Bankruptcy prevention
  • Home purchase
  • Avoiding foreclosure

Each 60-minute session is action-oriented and there is no limit to the number of sessions you can have, all complimentary. After each session, you'll receive a written action plan outlining the options, choices, rights, and responsibilities discussed during your counseling session.

Information Line

Depending upon the amount of assistance you need, your toll-free call may last up to 30 minutes. After your call, you'll receive additional educational material by U.S. mail or email, or you can view and download relevant additional information from the BALANCE website.


Call 888-456-2227 Monday through Thursday 6 a.m. - 9 p.m., Friday 6 a.m. - 6 p.m., or Saturday 9 a.m. - 6 p.m. (MT).


Or you can get started now by sending an email to: [email protected].

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