Introduction
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Quiz
Introduction

BALANCE is a comprehensive financial education and counseling service. We partner with credit unions nationwide to support their goals:

  • Strengthening member relationships

  • Providing financial education

  • Helping members in crisis

  • Reducing losses

  • Supporting members in reaching their financial goals

  • Serving the underserved

Your members view your credit union as a trusted source for information and guidance. A referral from you will give your members confidence in asking for help. There is no fee to your members, so they can address their financial issues without concern for price. Our counselors will help them establish financial control, get out of debt, and attain their goals – resulting in fewer losses to the credit union, and increased business opportunities as members become prepared to save, invest, or purchase a home.
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