Your Path to Financial Fitness Starts Here

At Excel FCU, we care about your financial wellness. That’s why 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. For all your financial life stage changes and more, we—in partnership with BALANCE—are here to help.

FREE Financial Guidance and Services

BalanceTrack eLearning Modules

Learn the basics of personal finance with the BalanceTrack educational modules. Register for a free user account or log in to get started.

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Online Financial Tools and Resources

Access financial education anytime you need it. Increase your know-how with articles, financial calculators, videos, checklists, quizzes, and more.

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Chat with a Financial Coach

Want to connect with a Financial Coach about your specific situation? Chat online by clicking the link below or call 1-888-456-2227 for a free consultation with a Financial Coach today.

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Free Webinars

Attend free money management webinars. Learn the basics of financial planning, and create a future of security and opportunity.

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Balance Bites!

Learn financial basics from our online specialist, Bridget Balance! These series of fun videos provide education and promotes creativity in money management.

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On Demand Financial Coaching Services

No appointment necessary. Our accredited financial counselors can work one-on-one to help you address topics including budgeting, debt management, credit report reviews, homeownership and more.

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