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.

Non Profit

BALANCE

BALANCE's headquarters in Concord, CA, United States

Rico Delgadillo

Karina Galvan-Torres

Olivia Steele

Tysheiana Velez Marquez

Shellye Carpenter

Jeremy Wine

Melanie Cardillo

Mari B.

Laurae Upchurch

The Financial Coaching Team at BALANCE provides personalized financial education and guidance to individuals and families. They assist with debt management, budget creation, home purchase education, foreclosure prevention, and identity theft counseling. The team leverages a variety of specialized programs and hotlines to empower clients in making informed financial decisions, ultimately helping them to achieve financial stability and independence.

Financial Coaching Team

The Housing Support and Counseling Team at BALANCE provides expert guidance and educational resources to help individuals and families navigate housing-related financial challenges. This team offers services such as home purchase education, foreclosure prevention counseling, and reverse mortgage counseling. Their goal is to empower clients with the knowledge and tools needed to secure and maintain stable housing, thereby contributing to their overall financial well-being.

Housing Support and Counseling Team

This department manages financial records, oversees budgeting, and ensures compliance with accounting regulations.

Accounting Department

The Leadership Team at BALANCE provides strategic guidance and oversight for the organization, ensuring alignment with its mission to deliver comprehensive financial education and counseling. This team is responsible for making critical decisions, setting organizational goals, and driving initiatives to foster impactful partnerships with financial institutions, non-profits, and other entities.

Leadership Team

This department manages partnerships and collaborations to enhance organizational objectives.

BALANCE

Org chart

Teams

Financial Coaching Team

Housing Support and Counseling Team

Accounting Department

Leadership Team

Partner Relations

Offices

BALANCE

Org chart

Teams

Financial Coaching Team

Housing Support and Counseling Team

Accounting Department

Leadership Team

Partner Relations

Offices

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