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Earning your trust. Building your future.

Financial Management

Balance Financial Fitness Program

SDMCU is dedicated to helping our members realize their financial goals. We build that belief in our mission statement "Earning Your Trust. Building Your Future." This is why we're excited to partner with BalancePro to offer a program to help our members with:

  • Reducing debts
  • Saving for higher education
  • Buying a home
  • Planning for retirement

Through the BALANCE Financial Fitness Program, you have access to free, unbiased money management information and assistance. All you have to do is make a toll-free phone call. BALANCE counselors can answer many of your questions -- from how long an item stays on your credit report to whether it's better to lease or buy a car. For more issues like DEBT ELIMINATION or budget development, an appointment will be scheduled -- giving you the personal attention you need to meet your objectives.

If bills have gotten out of hand, your BALANCE counselor may be able to arrange a Debt Management Plan. BALANCE negotiates with creditors to reduce interest rates and fees so you can pay your debt quickly and efficiently. As a member of SDMCU, the program's monthly administration fee of $20 is WAIVED.

To use the program, simply call 888.456.2227(Please reference San Diego Metropolitan Credit Union when calling).
Counselors are available:
Mon - Thurs, 5:00 am - 8:00 pm (PST)
Fri, 5:00 am - 5:00 pm (PST)
Sat, 8:00 am - 5:00 pm (PST)

We recognize that money concerns have a serious effect on our quality of life. With BALANCE, you have access to the very best professional guidance -- so you can achieve financial security faster than you ever thought possible!

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For Your Information
  • BALANCE Counselors: 888.456.2227
    (Please reference San Diego Metropolitan Credit Union when calling)

    BALANCE Partner Website

  • Hours of Operation:
  • Mon - Thurs, 5:00 am - 8:00 pm
  • Fri, 5:00 am - 5:00 pm
  • Sat, 8:00 am - 5:00 pm
  • Pacific Standard Time 
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