BALANCE | LinkedIn (2024)

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 PROGRAMSWe’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 EMPLOYEESWith 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-PROFITSOur certified counselors can provide expert advice for people who need help paying their bills, financing their home, or making a budget. CONTACT USContact a Partner Relations team member at 800.808.4327 or email [email protected] for details.

Website

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

• Primary

  1655 Grant Street

  13th Floor

  Concord, California 94520, US

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  Cynthia Campbell

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  Ruben Sanchez

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  Donna Iding, PMP, SFC, Green Belt Lean, Agile / Scrum

  Project Manager at Flagstar Bank

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  Dean Sims

  Housing and Reverse Mortgage Counselor at Balance

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  Julie Ferguson, CUDE

  Empowering Credit Union Teams for Meaningful Impact | Business Development | Community Engagement | Financial Well-being

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  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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  What Happens When The Bank Closes Your Account?Statement Balance vs. Current Balance | ChaseWays to build credit at 18 | ChaseThe Balance Editors

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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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  Howard Feitel - one of our incredible Smart Money Coaches - represented BALANCE at the City and County of San Francisco Backpack Giveaway. A great day for a great cause!

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  There's still time to register and join us!Presented by Cynthia Campbell, COO of BALANCE, you’ll learn how financial coaching goes beyond simply developing budgets or analyzing credit reports. Sometimes, coaches need to support people through some of their toughest financial challenges. During these difficult times, emotions run high, and conversations can be challenging. This session equips you with the skills to be an empathetic and active listener, helping you guide the people you serve through their financial distress.

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  Congratulations to our newest HUD Certified Housing Counselor, Omar Wells! Omar has been with BALANCE for over 10 years - recently bringing his experience, knowledge, and compassion to our Housing team. Obtaining a HUD certification is no easy task, and we are very proud of Omar's success!

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  One of our amazing housing counselors, Charles Sheaff, spent time with representatives from HUD’s Office of Housing Counseling at the City of Vallejo August Summer Nights event providing information on financial counseling and homeownership.

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  Our Chief Operating Officer, Cynthia Campbell, is having a blast this week mentoring at the Cornerstone Foundation’s Principles and Philosophy workshop, in Dallas. Thank you to the Cornerstone Foundation for leading this critical program and for inviting us to be a part of it.

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  BALANCE

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  Our Chief Operating Officer, Cynthia Campbell, is having a blast this week mentoring at the Cornerstone Foundation’s Principles and Philosophy workshop, in Dallas. Thank you to the Cornerstone Foundation for leading this critical program and for inviting us to be a part of it.

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