Developing a Financial Wellness Program, Financial Counseling
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…
Developing a Financial Wellness Program, Financial Counseling
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…
Developing a Financial Wellness Program, Financial Counseling, Financial Health
By: Shellye Carpenter, CCUFC, Director of Partner Relations
As we all navigate through the “Great Resignation” and the changes taking place in the workforce, one thing employers should keep in mind is: for all the talk about rising wages and workers being able to “name their price,” many workers are still struggling financially. This leads to…
Developing a Financial Wellness Program
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…
The Workplace
By: Denise Keiser AFC®, Counseling Programs Manager
It’s not enough that money problems stress employees out, all of the time. Employee concerns about money also lower productivity while on the job and often increase the likelihood that employees will miss work. Money woes also account for…