WHY CHOOSE BALANCE?

BALANCE is a financial education and counseling program designed exclusively for credit unions, employee assistance programs, and employers. Whether you are considering a financial counseling component to your service for the first time, currently developing a financial assistance program or have an existing program in place, BALANCE is the service enhancement that offers sure and measurable results.

COMPREHENSIVE FINANCIAL FITNESS

We are dedicated to educating consumers about wise money management and credit use.

EXPERT STAFF

Our staff is carefully selected for their professionalism, education, and compassion. All of our counselors are knowledgeable in a wide range of financial topics. In addition, many specialize in specific areas of credit and finance in order to best handle complex issues.

OBJECTIVE GUIDANCE

We don't sell any products, nor do we market any on our website, so the information and advice we provide is completely unbiased. Clients are grateful for the pressure-free, personalized counseling environment our counselors set.

BALANCE is a proud supporter of the National Credit Union Foundation and their work toward helping credit union members become financially self-sufficient.

MONITORED AND ENSURED SUCCESS SYSTEM

Making sure that our programs and services are a valuable enhancement to your organization is essential to us at BALANCE. Unlike vendors who sell a product or service and are never heard from again, we treat our partners as just that- partners. Beginning at the development of the partnership and continuing throughout the relationship, we listen to your needs, monitor success and work with your management team and staff to ensure a fruitful partnership

PARTNER RELATIONS

Partner relations managers work closely with our partnering organizations to smoothly introduce the partnership to staff, monitor usage, make marketing and promotional recommendations, provide semi-annual usage overviews and facilitate the development of any special services your organization might need.

PROFESSIONAL MARKETING SUPPORT

We work closely with your marketing department to effectively promote BALANCE's services using the tools we determine together to be most meaningful to those in need of service.

ON-SITE ORIENTATION

BALANCE trainers come on-site to educate staff on the program components and work with them to ensure their comfort in making referrals to the service.

DETAILED REPORTING

Monthly reports summarize individual calls and the assistance provided, which can be used to monitor usage, track marketing success, and target individuals for specialized programs.

CONSISTENT QUALITY ASSURANCE

Questionnaires are sent to all clients to gauge customer satisfaction and program quality, with copies made available to you monthly.