Offering Financial Education to our communities is part of our purpose and our mission as a credit union. To help, we offer a variety of learning and budgeting tools, learning modules for children and adults, and even one-on-one, free financial counseling.
For Adults, our learning modules and our one-on-one help are offered through BALANCE. They offer free and confidential assistance that covers a variety of subjects. Sign up for a free BALANCE account.
In addition to BALANCE, our members benefit from Money Management, right inside our online banking. They can help you budget and see where your money is going.
What is BALANCE?
Learning about budgeting, saving, and the responsible use of credit are vitally important for individual success in life.
BALANCE offers amazing personal budgeting tools to help our members improve their money management skills. BALANCE offers housing counseling, assistance making a debt repayment plan, a credit report review, and a toll-free information line – all of their services are FREE to Wauna Credit Union members.
BALANCE also offers educational modules on a variety of subjects related to money, saving and spending goals. Read the modules or listen to many of them on podcasts and improve your relationship with money forever.
- To set up your own Balance financial guidance account, Visit the website or call 888-456-2227 and fill out the Personal Financial Assessment .
Additional Finance & Budget Tools:
ASEC is a program of the Employee Benefit Research Institute Education and Research Fund (EBRI-ERF), a 501(c)(3) non-profit organization (www.ebri.org). ASEC does not lobby or take positions on public policy proposals.