Become A Leader
In Financial Health
- Empower employees, members, customers, and citizens
- Boost your brand to expert level
- Impact your community
Become A Leader
In Financial Health
- Empower employees, members, customers, and citizens
- Boost your brand to expert level
- Impact your community
Want to know what’s keeping consumers up at night?
Download our Financial Wellness Booklet to see tactics for tackling the 7 biggest financial concerns of Americans.
Financial Wellness Booklet Form
Are you ready to become a leader in financial health?
If so, we are here to help you on that journey. The first step is for you to fill out our contact form. Then we will reach out to schedule a discovery call to determine your needs and understand your goals. Once we know that, we will create a custom demonstration that shows you how BALANCE can help you meet those needs and help you reach your goals.
Start Your Journey
Who We Serve
BALANCE is an established leader in financial health. We have been working directly with consumers for 50 years and partnering with organizations, like yours, for 25+ years to integrate financial health into the lives of consumers through their financial institution, employer, and city!
BALANCE is an established leader in financial health. We have been working directly with consumers for 50 years and partnering with organizations, like yours, for 25+ years to integrate financial health into the lives of consumers through their financial institution, employer, and city!
Credit Unions
Banks
Make positive CRA impact by financially empowering your customers
Employers
Increase performance and bottom line by reducing financial stress on your employees
EAPs
Improve your clients’ bottom line with best-in-class financial coaching
Municipalities
Develop your community with financial empowerment programs
Healthcare
Heal your patients physically and financially through financial counseling
Trusted By
As a national non-profit organization, we’ve helped millions of individuals through our financial counseling and education programs.
This experience has earned us the trust of the country’s leading proponents of financial education. Our partners include the U.S. Department of Housing and Urban Development (HUD), Fannie Mae and Freddie Mac, more than 450 credit unions, and a host of outreach organizations throughout the United States.