Skip to navigation Skip to main content

Tools to Help with Financial Planning

Tools to Help with Financial Planning

Financial PlanningWe want to make sure our members have the tools they need to be financially successful. October is Financial Planning month, and it’s a great time to plan your financial future and establish a healthy goal before moving into an often spend-heavy holiday season.

A large part of financial planning is thinking about the future. You’ll want to have an idea of where you want to be when you hit different life stages, then analyze what you need to do to get there.

Rivermark offers a variety of tools to help with this.

Financeworks Financial Management

A free service within Online Banking, FinanceWorks outlines where you are in terms of the assets you have and what you owe. Link your accounts from other financial institutions to get a full view of your finances. From there you can analyze your spending, track trends and set budget goals. 

Balance Financial Assistance

Rivermark has partnered with Balance to offer free financial assistance and education to our members. On our Financial Wellness portal you’ll find a library of articles and calculators on a number of financial topics. You can also receive free financial counseling, online coaching and debt management by calling 888.456.2227, Mon-Thurs: 5AM-8PM, Fri: 5AM-5PM, Sat: 8AM-5PM.

Automatic Transfers

The key to a healthy financial future is a healthy savings. Determine how much you can put aside and set up automatic transfers into your savings accounts. This is a great tool that makes growing your money as simple as a few clicks.

Stay Alert with Alerts

Do you know exactly where your money is going and how much you have? Alerts to your phone or email can help give you peace of mind. Set alerts for balances, large purchases or deposits, loan payment reminders, or customize your alerts.

These tools are just some of the many ways Rivermark can help you secure a healthy financial future. If you have any questions, please call 503.626.6600 or 800.452.8502.