BALANCESM Financial Fitness Program

During challenging economic times, your credit union can be your first financial resource. That's why you can access BALANCE, a comprehensive financial education and counseling service, 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 is offering no-cost, monthly webinars on different financial topics.

Upcoming Webinars:

June – The Sandwich Generation 


The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. During this webinar, participants will learn how to manage their parents’ medical, legal, and financial needs, while ensuring they stay financially prepared for their kids’ future.

Session: Thursday | June 13, 2019 from 6:30 p.m. – 7:30 p.m.
Registration link: https://attendee.gotowebinar.com/

July – Planning for Money Milestones 


There are many important financial milestones for consumers. To help prepare for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. In this webinar we’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more! 

Session 1: Tuesday | July 9, 2019 from 11:30 a.m. – 12:30 p.m.
Registration link: https://attendee.gotowebinar.com/

Session 2: Thursday | July 25, 2019 from 6:30 p.m. – 7:30 p.m.
Registration link: https://attendee.gotowebinar.com/

August – On the Road to Riches: The Basics of Saving and Investing 


Investing is one of the smartest things you can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Webinar participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget. 

Session 1: Tuesday | August 6, 2019 from 11:30 a.m. – 12:30 p.m.
Registration link: https://attendee.gotowebinar.com/

Session 2: Thursday | August 15, 2019 from 6:30 p.m. – 7:30 p.m.
Registration link: https://attendee.gotowebinar.com/

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 free. 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: info@balancepro.org.

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