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BALANCE: A Financial Fitness Program

Thanks to the support of some of the largest credit unions in the country, many of the Federation’s Policy Member are able to enjoy the services of BALANCE, a highly-regarded financial counseling and education service, at no cost. Currently, over 20 of our policy member CDCUs already work with BALANCE.

On this page:


About BALANCE

BALANCE is an over-the-phone and online financial counseling program for members of participating credit unions. A member can call in and recieve help with questions regarding financial planning, house purchases, budgeting, or debt consolidation, among other things. The call center has long hours and offers services in Spanish & English. Online, Balance offers short educational courses about checking accounts, identity theft, car loans, and other topics, that come complete with short tests.

Three of our most prominent Community Development Partners – Schools First FCU (Santa Ana, CA), Suncoast Schools FCU (Tampa, FL), and State Employees’ CU (Raleigh, NC) – have made special contributions to enable the Federation to offer BALANCE free of charge to all our members under $25 million in assets, and at a significant discount to larger Federation members.


More Information

Additional information about this program is also available at: http://www.balancepro.org/nationalfederation.

CDCUs interested in participating in this special offer should contact Pamela Owens at: powens@cdcu.coop or (212) 809-1850 x215.


 



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