Balance Financial Wellness

Balance Financial Wellness

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Be empowered with your money. We make financial wellness accessible through supportive programs designed for real people facing real financial challenges.

Founded in 1969 as the Consumer Credit Counseling Service of San Francisco, today BALANCE is a mature and diverse nationally respected financial empowerment organization. We meet growing consumer demands through counseling and education partnerships with progressive organizations that allow us to meet families where they are. We work to bring together various stakeholders, including financial inst

08/07/2026

Your financial wellness journey starts with real tools, real answers, and real support. πŸ’ͺ

Join us at the Financial Wellness Fair on September 24th. An event designed to empower you with actionable information you can use right away.

Here's what's in store:
πŸ—£οΈ Connect with experts: Talk one-on-one with financial experts and community leaders who can answer your questions
πŸ› οΈ Hands-on workshops: Multiple sessions covering everything from stress-free money decisions to housing choices to small business planning
🀝 Community resource fair: Discover local resources and support to help you keep building financial wellness long after the event

Come with questions. Leave with a plan.

07/30/2026

From Fruitvale BART to the door in 2 minutes flat. ⏱️

Join us at Juntos Cultural Center this September for the Financial Wellness Fair. It's free to attend, but registration is required to save your spot. πŸ‘‰ https://bit.ly/4yD2EQL

07/21/2026

Looking for practical tools to help strengthen your financial well-being?

At the Financial Wellness Fair, attendees will have access to workshops designed to make financial topics easier to understand and apply in everyday life.

Whether you are working to reduce financial stress, plan for a small business, reach housing goals, or build workforce skills, our workshops will offer clear information, practical tools, and useful next steps.

Join us on September 24, 2026, in Oakland for a free community event designed to help you learn, connect, and move forward.

07/15/2026

Balance Financial Wellness is hosting its first large-scale Financial Wellness Fair on September 24, 2026, in Oakland.

This free community event will bring together practical workshops, trusted guidance, local organizations, and one-on-one support to help individuals and families strengthen their financial well-being.

Attendees will be able to connect with financial coaches, HUD counselors, employment support, community resources, and more, all in one welcoming place.

Financial wellness is connected to housing, employment, health, family stability, and peace of mind. This fair is designed to help people leave with useful tools, trusted information, and clearer next steps.

Save the date and help us spread the word.

07/13/2026

We're proud to be SpringFour's Featured Partner of the Month for June! πŸŽ‰

This recognition means a lot to us as it reflects the work we do every day to make financial wellness feel accessible and achievable. Thank you to the SpringFour team for the partnership and the support!

06/25/2026

Financial wellness shouldn't be a privilege - it should be a given.

Our CEO, Ronaldo Hardy and COO, Linda Davis-Demas took that message straight to Washington, DC, because real change happens when innovation and advocacy show up in the same room. πŸ’ͺ

Photos from Balance Financial Wellness's post 06/08/2026

Finding a home in San Francisco can feel impossible, but programs exist to help your homebuyer journey. 🏠

We're excited to be part of the 2026 SF Affordable Housing Expo, and if you're navigating rental housing, dreaming about buying your first home, or just trying to figure out what programs like HELP and BMR even mean - this is the event to be at.

Free workshops. Real housing experts. Actual answers.
Be empowered and find out what's available for you - because these resources exist, and you deserve to know about them.

πŸ“ Register at HomeSanFrancisco.org

05/11/2026

You got the degree. Landed the job. Got the promotion.
So why does saving still feel impossible?

Rent went up. Groceries hit different. And that emergency fund you keep meaning to build? Still not where you want it.

You're not doing anything wrong. The math just got harder.
BeBalanced gives you a real picture of where your money is going - and a clear plan to start getting ahead. No guilt. No overwhelm. Just progress.

Saving shouldn't feel like filling a bucket with a leak. πŸ’™
Be first to know when we launch πŸ‘‰ bebalancedapp.com

05/01/2026

Most people carrying debt aren't behind because they stopped trying. They're behind because they never had a clear picture of where to start. πŸ’™

BeBalanced puts all your debt in one place - balances, interest rates, and a payoff plan that actually works for your life. And when the numbers feel like too much to navigate alone, you can connect directly with a financial coach right inside the app. No referrals. No runaround. Just real, personalized help when you need it most.

No shame. No overwhelm. Just a path forward.

Be confident for what's next.

04/29/2026

Nobody plans to carry debt. But life - medical bills, car payments, credit cards, unexpected costs - has a way of adding up faster than any of us expect.

And one of the hardest parts? Making payments every single month and still feeling like nothing is changing.

That feeling isn't a sign that you're doing it wrong. It's a sign you need a clearer path forward.

BeBalanced was built for exactly this moment. To help you see your full debt picture in one place, find a smarter payoff plan, and connect with a coach when you need one. No judgment. Just a way through.

We're launching May 1st. Head to https://www.bebalancedapp.com to learn more and sign up for launch day updates - and if this resonates with someone you know, share it their way. πŸ’™

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1655 Grant Street
Concord, CA
94520