Balance Financial Fitness
BALANCE is a financial fitness program available to credit union members. With this FREE program, you’ll have access to professional, confidential money management information.
Access these free self-help tools anytime.
- BalanceTrack Learning Modules – learn the basics of personal finance
- myBalance Budgeting Tool
- Personal Financial Assessment Booklet
- Reverse Mortgage Guide
- Webinars
For more personalized coaching or complex issues, we have arranged for confidential, professional counselors through BALANCE. In many cases, BALANCE counselors can answer your questions immediately. For those more complex issues, an appointment will be scheduled allowing enough time to discuss your concerns in detail.
To speak with a counselor, call toll-free 888-456-2227.
Monday–Thursday 5 AM–8 PM, Friday 5 AM–5 PM, Saturday 8 AM–5 PM (Pacific Time).
Some of the many services include:
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