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Personal Coaching for Our Members

BALANCE is a financial education and counseling service provided to members at no cost. Whether you're interested in developing a workable spending and savings plan, getting out of debt, buying a home, or planning for your financial future, BALANCE can help. Services are available in English and Spanish. Become financially fit today…no push-ups required.

  • Toll-Free Infoline

    Toll-Free Infoline

    Call 888.456.2227 toll-free to get your financial questions answered. From money and debt-management counseling to credit report review and counseling towards buying a home, certified counselors are available to help you.

  • Online Tools

    Online Tools

    BALANCE is designed to provide you with the most comprehensive and professional assistance with all aspects of personal finance. Articles, videos, podcasts, and toolkits give you the information you need to build your financial future.

  • BALANCE Quick Tips Newsletter

    BALANCE Quick Tips Newsletter

    Quick Tips is packed with useful information on spending and saving, getting out of debt, understanding your credit report, buying a home, planning your financial future, and more. Sign up today.

Personal Coaching for Your Financial Life

Whether you’re interested in developing a workable spending and savings plan, getting out of debt, buying a home or planning for your financial future, we want to help. BALANCE services include the following:

Debt & Budget Coaching

BALANCE counselors can help you explore the option of a Debt Management Plan (DMP) for repayment of unsecured debt. Counselors can also review your current spending patterns, create a spending plan that allows you to take charge of your financial situation both on a month-to-month basis and in the long term. They also can discuss your financial goals and develop an action plan for overcoming challenges so you can achieve those goals.

Credit Report Review

BALANCE counselors can review your credit report and answer questions about credit scoring, building a strong credit history, and correcting any inaccuracies that appear in your report.

Student Loan Coaching

BALANCE counselors can assist those still in school as well as those who have graduated and are managing student loan debt.

Homeownership Coaching

Housing can be an overwhelming subject to tackle on your own, whether you are dreaming of owning your first home, or struggling to make mortgage payments on your current home. BALANCE counselors are readily available to help you make sense of it all, including help with pre-purchase counseling, foreclosure prevention, and reverse mortgage counseling.

Rental Coaching

BALANCE offers free education on building credit and becoming a desirable tenant. Specialized rental counselors will help you develop a personalized spending plan and provide you with advice for saving money, increasing income, and reducing debt.

Bankruptcy Coaching

If you are facing bankruptcy, BALANCE counselors can provide you with required pre-filing and pre-discharge education and counseling.

 

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  BalanceTrack Personal Finance Education Center

BalanceTrack Personal Finance Education Center

Log in BalanceTrack and see the variety of free training modules that you can complete online, at your convenience. Here are some topics that BalanceTrack covers:

- Money Management
- Financial First Aid
- 10 Steps to Financial Success
- Teens and Money
- Financing for College
- Rebuilding after a Financial Crisis
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