Financial Coaches
Helping Members Achieve Their Financial Goals
Free Financial Coaching With Rivermark
Our financial coaches are not just advisors, they’re certified partners in your financial wellness.
Our coaches are certified through the Certified Credit Union Financial Counselor (CCUFC) program. Utilizing training developed by America’s Credit Unions Association, our coaches undergo a rigorous 10-week program focusing on key financial coaching principles. Additional financial wellness debriefs ensure a seamless blend of theoretical knowledge and practical application based on Rivermark’s impeccable member service.
Our commitment to financial empowerment and elevating our member's financial well-being is at the heart of why we have invested in creating a team of certified financial coaches and providing this level of specialized support.
What Can a Financial Coach Help With?
Developing short and long term financial goals
Creating a personalized spending plan
Establishing an efficient bill pay system
Implementing a savings strategy
Paying down debt effectively
Building and maintaining a strong credit score
What to Expect in Coaching Sessions
When you decide to work with a Rivermark financial coach, here’s what you can expect:
- Personalized 1:1 guidance tailored to your unique financial situation.
- A selection of specific tools and resources that cater directly to your needs.
- Flexible scheduling of weekly, monthly, or quarterly sessions to help set and achieve attainable financial goals.
- The option for in-person or video meetings with your coach, focusing on mapping out the next phase of your financial journey.
- Human-centered care that listens to your needs without imposing advice.
At Rivermark, we're excited to offer our members this dedicated support to financial empowerment. Whether you're laying the foundation for your financial future, navigating through complex financial challenges, or seeking to optimize your financial health, our certified financial coaches are here to guide you.
Interested in Meeting with a Financial Coach?
To get started, simply complete and submit the form below.