Balance Financial Wellness

Financial ServicesCalifornia, United States51-200 Employees

Balance Financial Wellness is a nonprofit organization in the financial services sector focused on helping people build financial confidence through partnerships with credit unions, banks, employee assistance programs, and other nationwide organizations. It offers core services such as financial coaching, debt management plans, credit report reviews, home purchase education, foreclosure prevention, identity theft support, and educational resources. The organization pursues its mission by providing practical programs, tools, and support designed to meet people where they are, empowering individuals and families to take control of their financial future with an emphasis on progress over perfection and non-judgmental assistance.

Based in Concord, California, Balance operates as a mid-sized nonprofit and partners with financial institutions to deliver white-label wellness programs under recognized brands, strengthening member relationships. It also covers youth financial education and employee financial wellness through programs like M3 Money Club for Kids, Elements of Money for teens, and BalanceTrack, along with budgeting, homeownership, and bill-management guidance for nonprofit partners. Recent partnerships with credit unions, including Priority Trust Credit Union and Salal Credit Union, demonstrate ongoing collaboration to provide members with free financial counseling, money-management resources, and related webinars.

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