Financial Wellness

Your Home For Financial Well-Being

Building Financial Empowerment Together

Financial empowerment is equal parts economic stability, access to educational resources, and the feeling of tranquility that comes with a controlled financial situation. It doesn’t require a minimum salary, knowledge of all the best financial strategies, or drastically changing your lifestyle. Financial empowerment centers on feeling confident and secure in your abilities and financial decisions.

Rivermark’s goal is to be a trusted person in your corner to provide the best resources, tools, and coaching to help you improve your financial well-being and achieve your goals.

Financial Wellness Resources

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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're planning for your retirement, saving for your child’s education, a down payment on a home, or rolling over your 401(k), you have access to a team of financial experts who are ready to help you.

About Human Investing

Financial Coaches

Rivermark financial coaches meet our members where they are on their financial journey. Our coaches are designated Certified Credit Union Financial Counselors who can assist with creating and managing a spending or savings plan, building or rebuilding credit, managing and consolidating debt, and paying bills.

Our coaches are available to our English and Spanish speaking members by appointment at a local branch or remotely.

Learn About Our Coaches

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Estate Planning

Estate planning is essential for everyone striving for financial security. Find comfort in knowing that your assets are protected, your loved ones are cared for, and your wishes are honored.

Rivermark members can now access professional estate planning services at a reduced cost- making it easier than ever to establish a Master Estate Plan that reflects your unique needs and goals.**

About Estate Planning

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Learning Modules

Whether it’s meeting important goals, or making improvements in your financial life, we can help you get there.

Explore our online Financial Education Center for helpful interactive modules to boost your financial skills. All learning is entirely online and free to use.

Start Learning

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Debt Management

With nearly 80% of Americans dealing with debt, effective debt management is a critical component of meeting your financial goals.

Certified counselors are ready to help you control your debt and save you money on high interest and fees through a Debt Management Plan.

Get Out of Debt

Financially Fit Articles

Our Financial education articles are created to offer you actionable, easy-to-understand information to improve your financial habits.

With a wide range of topics including budgeting strategies, smart investments, and effective retirement planning, you are sure to find relevant information that fits your current situation.

Browse Articles

*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-five percent (25%) of all revenue in excess of $250,000 per year 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."

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