Financial Coaching

The Financial Coaching Process

How financial coaching works

The core of the SHOR Financial Wellness® program is personal coaching: individualized attention, analysis and guidance. Which means individualized attention, analysis and guidance. Whether an employee wants to better understand a retirement savings plan, learn more about investing, improve credit, increase savings, or learn how to create a basic budget, a coaching session will put your employees On Track.

Help Your Workforce Be Money Smart

  • Sessions are confidential
  • The individual completes a brief pre-coaching form that provides basic background for the coach.
  • The private coaching session concentrates on the employee’s key issue or concern, providing guidance to achieve his or her goal.
  • Our guidance is objective. We do not promote or sell any products or services