1. Put together a spending plan
2. Build or rebuild your credit
3. Manage and consolidate debt
4. Create a savings plan
5. Manage cash and pay bills
Call us today at 503.626.6600 to get started.
Financial Wellness
We believe in “Building Financial Empowerment Together” and we take that mission very seriously at Rivermark. Financial empowerment doesn’t require a minimum salary, expect that you know all the best financial strategies, or ask that you change your lifestyle just so the version of you five years from now can live the life you want to live.
Financial empowerment centers on your ability to feel confident in your abilities and financial decisions. It means feeling like you have control over your financial journey and having trusted partners in your corner to get advice from and find solutions with. Financial empowerment is equal parts economic stability, access to educational resources, and the feeling of tranquility that comes with a controlled financial situation.
At Rivermark, our goal is to provide our members with the best resources, tools and coaching to help you improve your financial well-being.
Certified Financial Coaches
With over 50 FiCEP-certified financial coaches – including bilingual coaches - Rivermark can meet our members where they are on their financial journey.
Coaches are certified through CUNA’s Financial Counseling Certification Program (FiCEP). Learn more.
Our coaches are available by appointment at a local branch or remotely.
Financial Coaches are here to help you:
Financial Advisors
Once you have tackled the five core topics of financial wellness at Rivermark, you may be interested in meeting with Advisors through our partnership with Human Investing. Human Investing’s team of experienced Financial Advisors and Certified Financial Planners (CFP®) share Rivermark’s commitment to member financial well-being.*
Whether you are planning for your retirement, saving for your children’s education, a down payment on a home, or rolling over your 401(k), you now have access to a team of financial experts that are ready to help you.
Investment Advisory Services are offered through HUMAN INVESTING, in association with RIVERMARK COMMUNITY CREDIT UNION. The investment services and products are NOT FEDERALLY INSURED, NOT OBLIGATIONS OF, AND NOT GUARANTEED BY THE CREDIT UNION OR ANY AFFILIATED ENTITY, AND SUBJECT TO NORMAL INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL.