Partner With Us

For over four decades, our mission has never wavered. We have been a leading national force for financial wellness since we opened our doors in 1969. We are here to empower our clients with unfiltered, unbiased advice that makes a real difference in peoples’ lives, one pocketbook at a time.

The results of this dedication shows in our results. Every year, we take more than 200,000 phone calls and lead hundreds of workshops and webinars on behalf of our credit union partners. We are proud to have helped millions of members, like yours, buy homes, avoid foreclosure, improve credit scores, pay off debt, and achieve their financial dreams.

For Credit Unions
We are proud of the credit unions we serve, from the nation’s largest credit union, to our smallest local charters. We support credit unions because we believe in the movement. And always have.

We are here to help strengthen your credit union, with a white-label approach that lets you bring world-class financial education and counseling to your members, all under your own brand. Let us be your in-house financial gurus — on call, and on demand, when your members need it most.

Youth Financial Education Programs
When it comes to promoting financial empowerment, we believe early intervention is the key. That’s why we’re excited to offer two of the most robust youth financial education programs available to credit unions: M3 Money Club® for Kids and Elements of Money® for teens.

Both programs offer comprehensive resources to educate young consumers on a wide range of age-appropriate financial topics—in a fun and engaging manner. For details on these programs, visit the Elements of Money and M3 Money Club info sites.

Discover how BALANCE can help increase the value of membership with your credit union. Contact a Partner Relations team member at 800.808.4327 or email for details.

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