Financial Wellness at Unitus

(2 Minute Read) — At Unitus, we know financial well-being is not one-size-fits-all. That’s why we offer resources designed to support members wherever they are in their financial journey. Through Unitus Financial Wellbeing, members can access Rise, a digital tool that connects you with personalized financial support, helpful education, and practical next steps to help you move forward with confidence.

The Oregon Financial Wellness Scorecard reinforces why these resources matter. The scorecard found that nearly half of Oregonians would have difficulty covering a $500 emergency expense, highlighting how important even small savings habits can be in building financial resilience.

Unitus Financial Wellbeing gives members a simple place to begin, whether the next step is creating a plan, getting guidance, or learning how to make every day financial decisions with more confidence.

Financial Wellness with Rise

With Rise, members can:

• Connect with a financial coach who can help create a personalized, achievable plan.

• Explore budgeting tools and resources to better understand spending habits and daily finances.

• Get support for savings goals, from preparing for emergencies to planning for future milestones.

• Find guidance for managing debt, building credit, and making confident borrowing decisions.

• Use helpful calculators to estimate payments for home, auto, personal loan, and credit card balances.

• Access financial education, articles, and resources designed to support your unique needs and life stage.

• Message a financial coach directly through the app when questions come up.

If debt, rising costs, or uncertainty are weighing on you, support is available. Whether you are working toward a savings goal, looking for help managing debt, or wanting more confidence in your financial future, Rise and our Financial Wellbeing resources can help you take the next step in a way that fits your life.

Members can also strengthen their financial wellness by taking small preventive steps, such as setting aside money consistently when possible, reviewing account activity, and checking credit reports for unfamiliar activity or errors. These habits are especially important as fraud losses continue to rise across Oregon and more families look for ways to protect their financial future.

Take the Next Step with Rise