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Financial Wellness

Your Home For Financial Well-Being

Your Money, Your Confidence

Rivermark is your trusted partner at every step of your financial journey. Whether you are just starting out, managing a major life change, or planning for the future, we are here with the expert guidance, personalized programs, and on-demand resources to help you move forward with confidence. Financial well-being looks different for everyone, and we are committed to meeting you where you are.

Expert-Led Financial Programs

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Financial Coaches

Our Certified Credit Union Financial Counselors help with budgeting, credit building, and debt management in English and Spanish.

Learn About Our Coaches
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Human Investing

Retirement planning, education savings, 401(k) rollovers and more through our partnership with certified financial advisors and CFP professionals.*

About Human Investing
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Estate Planning

Protect your assets and honor your wishes with a professional Master Estate Plan, available to members at a reduced cost through E.L. Law Firm.**

About Estate Planning
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Debt Management

Certified counselors through GreenPath help you control debt and reduce high interest through a structured Debt Management Plan.

Get Out of Debt

On-Demand Resources

LearningLab+

A free online portal offering well-researched courses and tools to build a better understanding of money. Complete interactive experiences at your own pace, from any device.

Get Started

Webinars

Free online webinars, from GreenPath, covering credit, student loans, budgeting, and more. Sign up for upcoming live sessions or watch recorded webinars on demand from the comfort of your home.

View Webinars

Worksheets & Guides

Free, practical worksheets and guides to help you manage your finances. Print them out or save them to your device and complete them electronically at your convenience.

Browse Worksheets

Real $tories Podcast

A financial podcast by GreenPath Financial Wellness where real people share their money journeys in their own words. Authentic, relatable, and a little bit inspiring.

Listen Now

Financially Fit Articles

Actionable, easy-to-understand articles on budgeting, investing, retirement planning, and more. Find topics relevant to wherever you are in your financial life.

Read Articles

Financial Calculators

Free interactive calculators to support smarter financial decisions. Create a budget, build a debt payoff plan, or estimate savings for a major purchase.

View Calculators

*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.

You are being referred to Human Investing (HI) by Rivermark Community Credit Union (Rivermark), a Promoter of Human Investing. Human Investing is an SEC-registered investment adviser. Rivermark will receive compensation from HI if you engage HI for advisory services. Rivermark receives twenty percent (20%) of all revenue paid to Human Investing by referred Rivermark member-clients. Due to this compensation arrangement, Rivermark has an incentive to recommend HI over other providers of financial services, which is a conflict of interest. You will not be charged any additional fees or incur any additional costs for being referred to HI by Rivermark. Rivermark may promote and/or may advertise HI’s investment adviser services and may offer independent analysis and reviews of HI’s services. HI and Rivermark are not under common ownership or otherwise related entities.

**Rivermark Community Credit Union ("Rivermark") is a promoter of E.L. Law Firm under a Financial Institution Services Agreement, through which E.L. Law Firm collects and processes fees for legal services provided to Rivermark member-clients. This financial arrangement creates a potential conflict of interest, as Rivermark has an incentive to recommend E.L. Law Firm over other providers. However, you are under no obligation to retain E.L. Law Firm and will not incur additional costs for being referred. Rivermark may promote E.L. Law Firm’s services, but both are independent entities with no shared ownership. E.L. Law Firm maintains sole discretion over legal services, and all fees are handled per the Financial Institution Services Agreement and Oregon State Bar trust account rules."