After 32 years in working in the financial wellness industry, I’ve decided it’s time to retire. It’s not a decision I came to lightly – I feel so much gratitude and pride in what we’ve accomplished at BALANCE and sadness to say goodbye, even as I look forward to retirement and time to enjoy my family. Please use this link to read Enrique Delgadillo’s farewell message https://lnkd.in/euMZAABX
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 partner-relations@balancepro.org 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
1655 Grant Street
13th Floor
Concord, California 94520, US
Employees at BALANCE
Updates
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BALANCE reposted this
Empowering Credit Union Teams for Meaningful Impact | Business Development | Community Engagement | Financial Well-being
Thrilled to introduce our incredible group of thought leaders for the BD NOW Innovation Summit! 🚀 These industry experts are ready to facilitate groundbreaking sessions and inspire innovation. Our dedicated facilitator team has crafted an unforgettable experience full of learning and collaborating just for you. Join us in Bozeman for this think tank and be inspired by Víctor Miguel Corro, CUDE, Deliana Gamez, Kevin Cimring, Bradley Dyer, Jr., and Jeannine Daly, MBA! 📅 Countdown to Bozeman is on, and limited space remains! Don't miss your chance to be part of this transformative event. (Yellowstone Fans - this Summit is for you - BALANCE is graciously hosting a dinner for us streamside at Bodhi Farms - pack your cowboy boots!) Jump in here: https://lnkd.in/gV-hUddS #BusinessDevelopment #BDNOWSummit #Bozeman #Impact #FinancialWellbeing
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BALANCE reposted this
Yesterday, my Smart Money Coaching team mate Andrea Carreno and I were blessed to do some coaching/counseling with our BALANCE housing colleagues at the 2024 San Francisco Housing Expo Resource Fair and Help Center by Homeownership SF! Great time had by all 😄 #sfhousing #affordablehousing #financialcoaching #financialcoach #balance #smartmoneycoaching #financialwellness #finanicalcapability
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The BALANCE Housing Counseling Team at the San Francisco Housing Expo 2024. #SanFrancisco #Housing #HousingCounseling
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Do you have a passion for helping others and love a remote work environment? Check this out: https://lnkd.in/gX5Jt6m8 #FinancialCoaching
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Experience is Everything! The studio stage at the Co-op’s TH!NK conference was a great way to kick off the conference! Our COO, Cynthia Campbell, was interviewed by Dr. Brandi Stankovic, Ed.D. (she/her) and she talked about integrating financial wellness into the entire member experience.
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Day one at the Edge Tech conference was full of great sessions and networking. Our COO, Cynthia Campbell, was part of a panel conversation, hosted by Mitchell Stankovic and Associates that kicked off the conference. Thank you to the sponsors Trellance, Filene Research Institute, and CUDx!