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Success Stories

BALANCE is designed to provide you with the most comprehensive and professional assistance with all aspects of personal finance.

Our goal is to not only work with you to avoid or resolve financial distress, but also to provide information and assistance to help you achieve your goals – such as buying a home or saving for the future.

BALANCE has an unwavering commitment to outstanding quality and superior service. We measure our success by the number of people we serve, the variety of services and programs we offer, and the improved bottom line of our clients.

Mission Statement
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.

Our corporate values include:

  • Acting with respect and integrity toward everyone we touch
  • Being accountable for our performance
  • Tailoring our services to meet consumers at their point of need
  • Providing objective and comprehensive advice
  • Innovating constantly to improve and enhance our services and products.

Credentials & Affiliations
BALANCE ascribes to quality standards that include certification of counselors, audits, and core policies that ensure quality service.

All of our counselors are required to successfully complete 160 hours of training and become certified as credit counselors within one year of hire. The certification examination and corresponding study materials were developed in conjunction with Purdue University, and cover consumer protection, spending plans and budgeting, creditor and legal policies and practices, credit and debt management, and counseling principles.

Our staff includes BAs, MAs, JDs, MSWs, Certified Financial Planners and certified credit report reviewers. Ongoing training for the entire staff is conducted monthly on topics ranging from student loan repayment regulations to techniques for helping our clients manage a financial crisis.

Partnering with BALANCE
For information on how your organization can partner with BALANCE, log onto www.balancepro.org or call 800.808.4327.

Careers
Want to join our team? Click here to view the latest opportunities.

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