Financial Wellness Resources — Powered by BALANCE©
At EP Federal Credit Union, we’re committed to supporting your financial wellbeing at every stage of life. That’s why we’ve partnered with BALANCE, a trusted financial wellness organization that provides free education, tools, and coaching to EPFCU members.
BALANCE offers a wide range of financial wellness services — from the monthly educational webinars you’ve come to know and love, to one-on-one financial coaching — all designed to help you make informed decisions, build confidence, and reach your financial goals.
Some BALANCE services require creating a BALANCE account. Signing up is quick and easy — simply provide your email and create a password to get full access to all your free financial wellness tools.
Access BALANCE’s full library of tools, webinars, and coaching resources anytime.
Through BALANCE, EPFCU members have access to a variety of financial wellness resources, including:
Each month, BALANCE hosts free webinars covering timely financial topics such as:
Webinars are available live and on demand, making it easy to learn on your schedule.
BALANCE provides free, confidential financial coaching to help you:
Certified coaches are available by phone or online.
Interactive tools help you:
Explore a library of easy-to-understand articles covering everyday financial topics, including:
These articles are designed to provide clear, actionable information you can use right away.
Whether you’re looking to strengthen your financial foundation or prepare for what’s next, BALANCE resources are here to help — at no cost to you. Take Advantage of these Resources!
This quick overview will get you pointed in the right direction and thinking about steps you’ll need to take. Read More…
Many circumstances in life can derail even the best money-management plans, leaving us with less than we need to pay the bills. Increasing income and/or reducing expenses can help, but making changes often takes time. However, with a little strategic planning, you can minimize damage until you are back on your feet. Read More…
Take control of your finances with this comprehensive guide. The Money Management Planner will help you determine your net worth, set goals, monitor your cash flow and track expenses. A sound spending and savings plan is the foundation for your long-term financial success. Download PDF Now.
Even if you’re putting money in savings, how do you know if it’s enough to get what you want when you want it by? By taking the time to think about your goals, how much they cost, when you want them accomplished, and what your regular obligations are, you’ll know exactly how much to save each month and if you need to make changes to your budget so that you can both reach your goals and pay your bills with ease. Read More…
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. Check out these money management resources:
By accessing the noted link, you will be leaving your financial institution’s website and entering a website owned by another party. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of your financial institution’s website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of your financial institution.