Credit Unions


As not-for-profit and member-owned entities, credit unions are mission-driven and exist to help members reach their financial goals and dreams.

BALANCE shares that mission. We are financial coaches, with 50 years of experience of helping consumers achieve their financial dreams and live financially healthy lives. We have been partnering with credit unions for nearly 25 years to improve the financial health of Americans.

 Q: Why do credit unions partner with BALANCE?

A: To save money and time.

  • Outsource your content creation: Our resources can fuel your website, newsletter, and social media channels to take the content creation burden off of your staff and get them back to serving your members.
  • Be a leader in your community with turn-key workshop and website content for over 50+ topics.
  • Provide financial counseling to your members, in multiple languages, 58 hours a week, for a fraction of the cost and overhead of hiring and training your own staff by partnering with our financial counseling team.
  • Extend your HR and Training departments without adding to their workloads: We can provide staff training on specific financial topics (student loans, credit reports, and scores, etc.), credit union history, and train your staff to become money coaches.
An elderly couple meets with a financial counselor about retirement

Pin It on Pinterest