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BALANCE
Financial Services
Concord, California 1,829 followers
Impact-driven financial education, counseling, training programs, content, and digital solutions.
About us
BALANCE is a leading non-profit organization providing financial education and counseling to people throughout the country through partnerships with credit unions, banks, employee assistance programs, and other non-profits. Our mission is to help individuals and families achieve their financial goals through comprehensive financial fitness programs (tools, information, and assistance) in partnership with sponsoring organizations. Whether you need immediate help to pay off debt or you just need guidance in designing a budget or buying a home, we offer a variety of programs and services that put you in control of your financial future. Some of our services include: Financial Coach Hotline, Money Management Counseling, Debt Management Plan, Credit Report Review, Home Purchase Education, Foreclosure Prevention Counseling, Identity Theft Counseling, and Educational Materials. Here are some of the services we provide for our partners. FINANCIAL INSTITUTIONS Through our white-label approach, we strengthen your organization by providing you with first-rate financial education and counseling for your members and customers—all under your own brand. YOUTH FINANCIAL EDUCATION PROGRAMS We’re excited to offer two of the most robust youth financial education programs available to credit unions and banks: M3 Money Club® for Kids and Elements of Money® for teens. FINANCIAL WELLNESS FOR EMPLOYEES With our Financial Wellness Program, your employees can access monthly webinars and resources, a digital communications library of insightful content, and BalanceTrack, our turnkey collection of instructional modules, toolkits and calculators. NON-PROFITS Our certified counselors can provide expert advice for people who need help paying their bills, financing their home, or making a budget. CONTACT US Contact a Partner Relations team member at 800.808.4327 or email [email protected] for details.
- Website
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http://www.whybalance.org
External link for BALANCE
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Concord, California
- Type
- Nonprofit
- Founded
- 1969
- Specialties
- Money Management Counseling, Credit and Debt Counseling, Credit Report Review, Home Purchase Education, Foreclosure Prevention Counseling, Identity Theft Counseling, Student Loan Counseling, Financial Capability Programs, and Workplace Financial Wellness Programs
Locations
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Primary
Get directions
1655 Grant Street
13th Floor
Concord, California 94520, US
Employees at BALANCE
Updates
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Conducting a Credit Report Review – A Webinar for Financial Educators Wednesday. October 30, 10:30 AM – 11:30 AM PDT $89 REGISTER: Don’t miss this opportunity to elevate your expertise in credit report analysis. This session will delve into the critical components of credit reports, providing you with a thorough understanding of each element. Learn how to identify potential issues, understand credit scores, and make informed decisions based on credit history. Enhance your ability to guide clients through their credit profiles with confidence and precision. Presented by Denise Keiser, Director of Training at BALANCE
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Take your financial counseling to the next level! Completed a financial counseling certification program? Know all the facts? Congratulations! Now what? BALANCE’s Coach to the Coach Practicum is the ideal next step for individuals with a strong understanding of personal finance and want to build their counseling skills. · Practical Application · Skill Enhancement · Confidence Building · Preparation for Real Client Interactions Three Session Program October 24, October 31 and November 13 at 10 am Pacific Cost per participant: $700 To learn more or register, contact our Partner Relations team at [email protected]. Ask about how to send multiple participants or have a custom program built for your organization.
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Today, on Housing Counselor Day, we celebrate our amazing team of HUD Certified Housing Counselors and leadership who commit themselves every day to changing lives through their compassionate support, industry knowledge, and tireless care for our clients. #HUDCertifiedProud
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Congratulations to Christina Lara, CFC on passing her HUD Housing Counseling Certification! She is all set to help families ensure housing stability. #HUDCertifiedProud
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BALANCE reposted this
Empowering Credit Union Teams for Meaningful Impact | Business Development | Community Engagement | Financial Well-being
Just one more week! Collaborating with Summit Nation is a highlight of my year, and I am counting down the sleeps until we can all be together again! Feeling an abundance of gratitude to everyone who has been working with me on the agenda and plans for this year in Bozeman.... The Summit is made possible thanks to the support of these dedicated partners: Paperwork, BALANCE, The Berenstain Bears Financial Literacy Cub Club, Kelley Parks + gira{ph} team, and Coopera! Two Montana credit unions - Altana Federal Credit Union + Valley Credit Union are throwing us a Welcome to Montana reception on The LARK patio to kick us off! Jeannine Daly, MBA, Deliana Gamez, Bradley Dyer, Jr., Chris Croken, Wanda Buddrius, Kevin Cimring, and Víctor Miguel Corro, CUDE are jumping in to facilitate collaborative sessions for us! We are also thrilled to have a local voice this year! Wyatt Nelson is joining us to share his passion for co-ops and his inspiring Bozeman hyper-local story! So excited to see old friends and meet new ones. Let's find new ways to make an impact! #BozemanBound #Imact #BusinessDevelopment #SummitNation #LetsGoToMontana
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Yesterday, BALANCE was honored to attend the Celebration of the San Francisco Financial Counseling Program, hosted by Treasurer, José Cisneros. We have been part of the program since inception and it was a beautiful day to celebrate all the good the program has done and will continue to do for the San Francisco community. #San Francisco Mayor's Office of Housing and Community Development #OFE
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Today is a great day at BALANCE, we are celebrating the opening of a new office at the San Francisco African American Cultural Distrit (5172 3rd St in San Francisco) #OpenHouse #CommunityDevelopment #Housing
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BALANCE, Chief Operating Officer, Cynthia Campbell, met with the Cornerstone League Young Professionals (YPs) in the morning and had a break-out session in the Board Track at the Elevate Leadership Conference. In the evening, the work of the Cornerstone Foundation was celebrated by raising money at the annual Syng Competition. #Learning #Networking #Celebrating #CreditUnions
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