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Financial Wellness

Man holding a piggy bank.

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.

 

Rivermark Financial Coaches

With over 50 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. They can assist with putting together a spending or savings plan, build or rebuild credit, managing and consolidating debt, and managing cash or paying bills. Our coaches are available by appointment at a local branch or remotely.

 

GreenPath Partnership

We've partnered with GreenPath, a distinguished nonprofit organization, to provide our members with comprehensive resources aimed at improving their financial wellness. GreenPath offers a wealth of services including personalized financial counseling, efficient debt management solutions, and a diverse selection of financial education resources. These substantial benefits are offered at no cost to Rivermark members, underlining our commitment to fostering continued financial education and growth.

 

Human Investing

Tackle your financial planning through our partnership with Human Investing. Their 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.

 

Financially Fit Articles

Our financial education articles are meticulously created to offer you actionable, easy-to-understand information to improve your financial habits and secure your future. With a wide range of comprehensive topics, including budgeting strategies, smart investments, and effective retirement planning, you are sure to find relevant, practical information that fits your current situation, helping to streamline and simplify your financial learning journey.

 

Educational Webinars

Continue your financial wellness learning journey with free webinars, conveniently accessible online from the comfort of your home. These webinars deliver valuable insights on different aspects like managing healthy credit, understanding your credit score, student loan payment options, navigating medical expenses, and more. From basic financial topics to complex personal finance matters, there's something for everyone. Sign up for upcoming sessions, or watch recorded webinars on-demand to cultivate financial literacy at your own pace.

 

Calculators

Rivermark is dedicated to equipping you with the necessary tools for sound financial decision-making. Through our free interactive calculators, we pave the way for making informed decisions, ultimately turning your financial dreams into reality. Whether it's creating a personal budget, developing a debt payoff plan, or saving towards buying a new home, Rivermark is here to provide essential support.

 

Learning Labs

The GreenPath LearningLab+ provides you with interactive and engaging online courses to improve your financial habits, manage your checking account, increase your credit score and more! These well researched courses and tools enable a better understanding of money for a healthy financial life. This intuitive online portal offers users easy-to-use educational experiences that you can complete at your own pace.

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.