BALANCE
Balance has been a leading national force for financial wellness since opening the doors in 1969. They empower clients with unfiltered, unbiased advice that makes a real difference in peoples' lives, one pocketbook at a time.
They believe that when credit unions offer financial education, they become a trusted, go-to resource to the communities they serve.
Through Balance, your employees can access not only free one-on-one financial coaching, but also monthly webinars and resources, a digital communications library of insightful content, and BalanceTrack, our turnkey collection of instructional modules, toolkits and calculators.
Cornerstone Offer: Free one-on-one financial counseling through BALANCE is available for credit union staff in the Cornerstone region.
BALANCE Video
Watch the video to learn more about what BALANCE has to offer.
Use this chart to compare all of the Foundation's Preferred Financial Wellness Providers and identify the best fit for your credit union's needs.