By: Shellye Carpenter, CCUFC, Director of Partner Relations
More and more credit unions are developing in-house financial coaching programs—and for good reason. These programs not only serve as…
By: Denise Keiser AFC®, Director of Training
At BALANCE, we believe that financial success is not just about numbers, it’s about empowering individuals to take control of their financial futures. Our Financial Coaching service is designed to inspire and motivate, going beyond…
By: Denise Keiser AFC®, Director of Training
At BALANCE, we are deeply committed to supporting your clients as they navigate their unique financial journeys. As financial coaches, housing counselors, and student loan experts, we provide the guidance and education necessary to…
By: Denise Keiser AFC®, Director of Training
At BALANCE, we understand that life is filled with important financial milestones and unexpected challenges. Our financial coaching services help individuals navigate these events by focusing on the four pillars of financial health: spending wisely, saving for emergencies, borrowing smartly, and…
By: The BALANCE Marketing Team
Grants available for credit unions of ANY size to establish programs supporting foster youth with basic financial education. Read to learn more about how to apply for a grant to support foster youth…
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Operating Officer
I have always loved writing because I believe the “pen is mightier than the sword,” meaning words are stronger and more influential than force. One of the things I love most about the English language is the vast word choice. There are 170,000 to choose from, so why would…
By: The BALANCE Marketing Team
Our COO, Cynthia Campbell, recently appeared as a guest on the Banking on Digital Growth Podcast with James Robert Lay. They discussed the importance of financial education and counseling within credit unions. Here are a few takeaways…
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Operating Officer
If you are wondering what your members may need right now, I would suggest they need understanding and creative solutions. Recently, I have had conversations with two people who called BALANCE wanting financial counseling. They both had a gap that needed…
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Operating Officer
Sometimes a little guilt can come with spending a workday enjoying the Oklahoma sun, the beauty of a golf course, and great credit union friends. However, there are important lessons to be learned on the golf course too, here are my “take aways” from this tournament….
By: Daisha Badgett, Financial Empowerment Manager
When I think about the CUFinHealth21 Conference, the first thing that comes to mind is… Mind Blown! I am the new Financial Empowerment Manager at BALANCE, and attending this conference early in my tenure was perfect. Last week, my first lesson was to …
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Operating Officer
There is a parable used in the healthcare industry that has changed the way I think about serving people. I would like to share this parable, which I heard told by Dr. Rishi Manchanda, the founder of HealthBegins, in a TedTalk called, “What is an Upstreamist in…
By: Jen Martin, Director of Partner Relations
If you are considering implementing a financial wellness program for your members and/or staff you may feel overwhelmed at where to start. Luckily, my team and I have on-boarded many credit unions and have learned a lot along the way about what they were looking for, what they hope to…
By: Cynthia Campbell, MBA, MEd, CUDE, Chief Operating Officer
When I first heard of the Financial Health model created by the non-profit, Financial Health Network (formerly CFSI), I was thrilled. This framework offers four main pillars of financial health and under each pillar, there are two indicators. It is beautifully simple. They offer…