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BALANCE: A Financial Fitness Program

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About BALANCE Financial Fitness Program

BALANCE helps individuals and families achieve their financial goals through comprehensive financial fitness programs (tools, information and assistance) in partnership with sponsoring organizations, and thanks to the support of some of the largest credit unions in the country, many of the Federation’s Policy Members under $25 million in assets have been able to access the services of BALANCE, at significant discounts since 2007.

BALANCE is an over-the-phone and online financial counseling program for members of participating credit unions. A member can call in and recieve help with questions regarding financial planning, house purchases, budgeting, or debt consolidation, among other things. The call center has long hours and offers services in Spanish & English. Online, Balance offers short educational courses about checking accounts, identity theft, car loans, and other topics, that come complete with short tests.


More Information

Additional information about this program is available at: http://www.balancepro.org/nationalfederation.

CDCUs interested in participating in this special offer should contact Pamela Owens at: powens@cdcu.coop or (800) 437-8711 x215.


 



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