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
Preview of three pages from the Financial Wellness Booklet

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.

Please provide your information to receive your free booklet. Your information will not be sold to any third party. We will email you periodically in regards to the topic of financial health. You may opt out at anytime.

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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!

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Credit Unions

Improve your members’ financial health throughout their member journey
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Banks

Make positive CRA impact by financially empowering your customers

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Employers

Increase performance and bottom line by reducing financial stress on your employees

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EAPs

Improve your clients’ bottom line with best-in-class financial coaching

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Municipalities

Develop your community with financial empowerment

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Healthcare

Heal your patients physically and financially

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.

Let us take care of the people you serve, we will treat them with the same care you do.

“I appreciated that she would explain things over again if I had more questions and was very patient with me learning something new."

— Satisfied BALANCE Client —

“They never made me feel foolish for getting myself into the situation, they only focused on helping me get out of it."

— Satisfied BALANCE Client —

“My financial coach was able to guide me through the process and explain to me what I needed to do to reduce my debt.”

— Satisfied BALANCE Client —

“My coach was wonderful and helpful. She knew what she was talking about. I had a great experience and I learned so much. Highly recommended.”

— Satisfied BALANCE Client —

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