Financial Education

""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.

Balance Financial Education for AdultsFor 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 .  Link to Personal Financial Assessment

Additional Finance & Budget Tools:

Ready to get started?

Applying online is super easy.

Apply for a Loan Open an Account