Free Financial Management Tools - BALANCE

San Francisco FCU has partnered with BALANCE, a financial fitness program, to help members achieve their financial goals or get through difficult financial situations through comprehensive services and tools.

Services
Personal Financial Education Center
Financial Education Articles
Worksheets

Services
BALANCE provides a wide-range of services that can help whatever situation you are currently in.

• Money Management - A well-designed, realistic spending plan is the most important step to take in your journey to reach your financial goals.

• Debt Management - If you are having trouble keeping up with your bills, one of your options might be consolidation of your bill payments.

• Credit Report Review - Checking your credit report regularly is a crucial step in protecting yourself from fraud or inaccurate reporting. Get a free and confidential credit report review to ensure you have the tools necessary to improve, maintain and protect your credit standing.

Learn more about services offered by BALANCE.
For more complex issues, such as debt elimination or budget development, an appointment can be scheduled with a BALANCE counselor. Call toll-free (888) 456-2227. Services are complimentary to San Francisco FCU members.

Personal Financial Education Center
Online education modules will guide you through the core aspects of personal financial management. Here are some of the topics:

• Checking Account Management - Handling your account responsibly is a key factor in personal finance. Learn the steps to take control of your account.

• Credit Management - Using credit wisely will help you achieve your goals while avoiding financial pitfalls. Learn more.

• Money Management - All it takes is a money management plan to save money and reach your financial goals. Learn more.

View all online education modules here.

Financial Education Articles
Read more about how to deal with the current financial crisis. These educational tools are designed to assist you in mastering your money – no matter how much you have or what stage of life you’re in. Topics include:

• Making Home Affordable Program
• How Will Stimulus Bill Help You?
• Foreclosure Rescue Scams

Find more financial education articles here.

Worksheets
Find worksheets that can help you evaluate Personal Financial Assessment, Save Your Home from Foreclosure, and estimate a Budget. Get worksheets here.