Company Profile

Company Overview

Through partnerships with financial institutions, we’ve been providing financial counseling and education to families nationwide since 1995. Any time a family served by one of our partners struggles with credit card debt, fights to fend off foreclosure, has a financial goal to reach or faces any financial challenge, our counselors are just a phone call away with practical advice and a listening ear. For those who prefer self-guided learning, our web-based tools include step-by-step learning modules, financial calculators and a wealth of information.
College dreams? New car dreams? Home-buying dreams?
Together we can help make them reality for these families and individuals, free of charge to them. Together we can help your accountholders attain goals such as saving, investing, home purchasing and more, broadening your business opportunities and their future.

For us, success means budget plans completed, debt payments resumed, money saved toward college, a home, a new car. We help your accountholders reach their goals, which in turn reduces your losses and strengthens your portfolio.

BALANCE helps more than 600 financial institutions around the country provide financial counseling and education tools to the families they serve.

Talking about finances, especially financial problems can be embarrassing, even painful. Our counselors approach callers with a caring attitude, offering emotional support and helping them explore solutions in a non-judgmental manner. The bond that forms between the counselor and the caller helps strengthen the bond between the caller and his or her financial institution, as well. Gaining control of finances means that the client is more likely to turn to you when in a position to use your services.

We’re proud to say that 28 million families have access to counseling and advice through our partnerships. By providing this help to these families, you are strengthening your community.

Please see our website at www.balancepro.org