Financial Education from BALANCE Financial Fitness

1-minute read | Aug 28th, 2023

Balance Financial Education

What You’ll Learn  

  • How to access free, confidential financial education services, including counseling and budgeting tools from BALANCE Financial Fitness. 

Salal has partnered with BALANCE Financial Fitness to provide free and confidential financial counseling, money management tools, and educational resources to help you achieve your financial goals.


Free Financial Counseling

Through BALANCE, we provide free, immediate access to a certified financial coach by phone at 888.456.2227.

BALANCE counselors are available (all PST):

  • Monday through Thursday, 7:30 a.m.–6:00 p.m.
  • Friday 7:30 a.m.–5:00 p.m.
  • Saturday 9:00 a.m.–2:00 p.m.

Counselors are qualified to discuss the following:

  • Goal setting and budgeting.
  • Spending and savings plans.
  • Credit report review.
  • Debt management plan.
  • Homeownership education.
  • Identity theft solutions.
  • Mortgage delinquency.
  • Foreclosure prevention.

At the end of your session, you’ll have a written action plan for going forward. This plan will clearly outline the steps you and your counselor agreed on.


financial educationTime for a Financial Health Check-Up?

Call now, and a BALANCE-certified financial counselor will guide you through an eight-question survey. It only takes about 15 minutes to determine your health score. Using the four financial indicators: spend, save, borrow, and plan, the score will reveal your level of financial health.


Money Management Tools

MyBalance is an online budgeting tool that will help you take control of your money. Use it to create a strong spending plan to help you reach your financial goals.


Educational Resources 

BALANCE’s Financial Education section is full of resources to assist you in mastering your money. You’ll find podcasts, calculators, workbooks, monthly webinars, and more.

 

Share This Post

Schedule a Free Homebuyer Planning Session

Fill out the form below and one of our Mortgage Advisors will get back to you within 1-2 business days. Their recommendations come with no obligation.

Schedule a Free Homebuyer Planning Session

Fill out the form below and one of our Mortgage Advisors will get back to you within 1-2 business days. Their recommendations come with no obligation.

Schedule a Free Mortgage Review Session

Fill out the form below and one of our Mortgage Advisors will get back to you within 1-2 business days. Their recommendations come with no obligation.

Schedule a Call

Select your state below to schedule a call with the Salal Dealer Direct representative in your region.