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BALANCE Financial Fitness Program

Achieve Balance. We realize that keeping your personal finances in order isn’t always easy. And preparing for your financial future can seem overwhelming. Through our new relationship with BALANCE Financial Fitness Program, First Source members have free access to self-help guides and accredited counselors.

The BALANCE Financial Fitness program can assist you with almost any financial goal, in a number of different areas.
Get your finances on track. Use OnTrack; a self-guided web-based tool developed to assist you through the sometimes-challenging steps of creating a budget that is realistic, livable, and accurate. The online tool will guide you step-by-step through the process of determining your living expenses relative to your income and debt. Throughout the module, as you create your budget, you will find tools for tracking expenses, tips for taking control of your personal finances, direction on reducing debt, and education specific to your areas of challenge.

Test your financial fitness. Use BalanceTrack and review education modules on topics such as Money Management, Credit Reports, Checking Account Management, Homeownership and more. Then, test your knowledge by taking the corresponding quiz to see just how much you learned–and how much you need to learn.
 
Financially prepare for a natural disaster. Wildfires, hurricanes, floods, and tornadoes have devastated people around the country. BALANCE has an online Natural Disaster Financial Toolkit to help members overcome the difficult financial challenges that can arise as a result of a disaster as well as be prepared for future catastrophes.
Using BALANCE is simple, FREE and confidential. For more information call 1.888.456.2227 Monday through Thursday, 8 a.m.-11 p.m., Friday, 8 a.m.-8 p.m. and Saturday, 11 a.m.-8 p.m. or click the image below.





Balance Financial Fitness



Your savings federally insured to at least $250,000 and backed by the full faith
and credit of the United States Government.
Membership eligibility is required.
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