Join Us Log In
Join Us Log In

Website Settings

Rivermark employee sitting down with a member for a coaching session.

Financial Coaches

Helping Member Achieve What’s Next

Free Financial Coaching With Rivermark

Our financial coaches won't just give you advice, they'll become your financial friend, supporting you throughout your financial journey.

Financial coaching at Rivermark is free, personalized, one-on-one support that helps you manage your money, reduce debt, build savings, and take the next step toward what matters most to you, whatever that looks like right now.

Our coaches are certified through the Certified Credit Union Financial Counselor (CCUFC) program. Using training developed by America's Credit Unions, they complete a rigorous 10-week program focused on the core principles of financial coaching, plus ongoing financial wellness debriefs that blend that knowledge with Rivermark's standard of member service.

Investing in a team of certified financial coaches, and offering this level of support at no cost, is one of the clearest ways we live out our commitment to our members' financial well-being.

What Can a Financial Coach Help With?

Financial Goals

Setting goals and planning your next steps

Personalized Spending

Creating a personalized spending plan

Bill Pay

Establishing an efficient bill pay system

Savings Strategy

Implementing a savings strategy

Paying Down Debt

Paying down debt effectively

Credit Score

Building and maintaining a strong credit score

Who Is Financial Coaching For?

Financial coaching is for any Rivermark member who wants support with their money. That includes members who want to:

  • Get out of debt
  • Build or repair credit
  • Create a budget and actually stick to it
  • Start saving or build an emergency fund
  • Plan for a big life change or a goal on the horizon

Certified Financial Coaches

Wherever you're starting from, your coach meets you there. No judgment, no jargon, just a plan for what's next.

Our coaches are available by appointment at a local branch or remotely.

Get Started

What to Expect in Coaching Sessions

When you work with a Rivermark financial coach, here's what you can expect:

  • Personalized 1:1 guidance tailored to your unique financial situation
  • Tools and resources chosen specifically for your needs
  • Flexible scheduling, whether weekly, monthly, or quarterly, to help you set and reach realistic goals
  • The option to meet with a coach in person at a Rivermark branch
  • Human-centered care that listens to your needs and helps you map out your next step

Whether you're laying the foundation for your financial future, working through a challenge, or fine-tuning a plan that's already working, our certified financial coaches are here to help.

Interested in Meeting with a Financial Coach?

To get started, simply complete and submit the form below. 

Coaching Request Form

Ready to Get Started?

Meeting with a Rivermark financial coach is easy and free. Choose a time that works for you and book your first session in a couple of clicks. 
Schedule Your Free Session

Financial Coaching FAQs

  • Financial coaching is free, personalized, one-on-one guidance from a Rivermark certified financial coach. Your coach helps you build a plan for managing money, reducing debt, building savings, and reaching the goals that matter most to you. 

  •  Yes. Rivermark offers financial coaching at no cost as part of our commitment to members' financial well-being.

  • It's for anyone who wants support with their money, whether you're paying down debt, building credit, starting to save, budgeting, or planning for what's next. Your coach meets you where you are.

  • You meet one-on-one with a Rivermark financial coach who listens to your situation and helps you map out clear next steps. Sessions can be scheduled weekly, monthly, or quarterly.

  • It's easy to get started! Click here and pick a session that works best for you!