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


October — After Identity Theft

If you’re a victim of identity theft or just want to stay prepared, this webinar is a must. You’ll learn about the different types of identity theft as well as proven steps you can take to minimize its impact.


Session 1: Tuesday | October 8, 2019 from 11:30 a.m. – 12:30 p.m.
Register: After Identity Theft Session 1


Session 2: Thursday | October 17, 2019 from 6:30 p.m. – 7:30 p.m.
Register: After Identity Theft Session 2


November — Ten Steps to Financial Success

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control—including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.


Session 1: Tuesday | November 5, 2019 from 11:30 a.m. – 12:30 p.m.
Register: Ten Steps to Financial Success Session 1


Session 2: Thursday | November 21, 2019 from 6:30 p.m. – 7:30 p.m.
Register: Ten Steps to Financial Success Session 2



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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