About BALANCE
Financial balance
As the nation’s non-profit financial coach for over 50 years, we are dedicated to increasing the financial health of all consumers. We have helped millions of families achieve their financial goals through debt reduction, credit score improvement, budgeting, and homeownership.
Founded in 1969 as the Consumer Credit Counseling Service of San Francisco, today BALANCE is a mature and diverse nationally respected financial services organization. We meet growing consumer demands through partnerships with progressive organizations that allow us to meet families where they are. We work to bring together various stakeholders, including financial institutions, government agencies, employers, healthcare, technology, media, and fellow nonprofits, to create measurable, collective impact across the country.
Our 2023 Impact
134,632
Total clients served (sessions, calls, modules, workshops)
39,306
Online personal finance modules were completed
5,270
Housing counseling client sessions
The nation’s financial coach since 1969.
Our Mission
Your financial guide dedicated to helping you balance life’s important decisions.
Our Vision
The most trusted source for financial advice in the nation, inspiring and empowering people from all walks of life to achieve their financial dreams.
Support Our Mission
By making a tax-deductible contribution to our organization, you’ll support our work helping members of our community overcome financial challenges, establish safe and stable housing, and take control of their financial future.
*Unfortunately, we are unable to accept donations from residents in the following states: New York, New Jersey, Pennsylvania, and Florida.
Diversity, Equity, and Inclusion
BALANCE committed to fostering a diverse workforce, and maintaining a workplace that is equitable, inclusive, and safe for all employees. From recruiting practices, to pay and benefits, promotions, and all other aspects of employment with us, an environment of equity is of utmost importance to us.
We not only recognize that you, our employees, comprise a wide range of backgrounds and characteristics, but we believe those differences should be celebrated and valued. Whether it’s race, religion, gender, national origin, ancestry, color, language, age, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, medical condition, genetic information/characteristics, veteran status, political affiliation, or any other characteristic, these are parts of each of you that contribute to your experiences as humans, and ultimately to the knowledge and expertise that make you a valuable asset to the Company.
BALANCE is committed and determined that there be access, opportunity, and advancement for all individuals. We will always strive for ways in which we can cultivate an inclusive work environment, strengthen our cultural competency, and train our managers and employees to provide opportunities for growth and development equitably.
It is our intention that all of our employees, regardless of any particular background or characteristic, are always treated with respect and dignity. Likewise, we expect that as our employees, you will treat your coworkers, supervisors, and other team members with the same dignity and respect at all times.