BALANCE Financial Tools

Free Financial Guidance And Services

Whether you're interested in developing a financial plan, viewing your credit report, or buying a home, Point West Credit Union wants to help. That's why we provide access to free and confidential financial counseling through BALANCE.

Your Path to Financial Fitness Starts Here

At Point West CU, we care about your financial wellness. That’s why we’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. And should you need, BALANCE can assist with confidential, no-cost financial counseling services to help you develop a sensible budget managing spending and debt. For all your financial life stage changes and more, we—in partnership with BALANCE—are here to help.

Por favor visite nuestras páginas en Español para conocer más sobre los servicios ofrecidos en Español.

Programs, Resources and More!

Need assistance creating a budget? Looking for calculators, articles or podcasts regarding protecting your identity, saving for retirement, or consolidating debt? With Point West and BALANCE, we have you covered.

Visit the links included on this page to learn more about the BALANCE resources and programs available to you – or if you’re in need of financial assistance now, contact their confidential financial counselors today toll-free at 888.456.2227 (services available in English and Español).

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