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About Us


SHOR Financial Wellness was created to help people become more confident about their personal finances. Our team brings broad knowledge and extensive experience to our coaching and classes. We address the financial impact of life-stage issues like planning a family, buying a home, paying (and re-paying) for an education, and planning for retirement. We provide guidance on common concerns that cause stress like credit card debt, student loans, or living within your means.

One to one coaching addresses an individual’s specific money concerns with a goal of reducing stress and increasing a sense of financial security.

As technology has become part of our everyday lives, including financial matters, the personalized approach is a proven strategy for achieving positive outcomes. That human perspective adds balance and nuance to the tools provided by today’s technology.

The SHOR team helps translate the often complex or confusing financial choices for individuals who are making important decisions while raising a family, establishing a career path, and planning for a financially secure future. Our expertise spans a broad range of personal financial topics for different ages, life styles, and income levels.

For employers and non profits we offer financial coaching and financial literacy workshops as an employee benefit that results in a more financially healthy workforce, improving productivity and stability. Our team brings broad knowledge and extensive experience to our coaching sessions and classes. Just like an athletic coach, with our guidance, we coach our clients to achieve their goals through their own effort.

SHOR Financial Wellness is not affiliated with any financial services firm, nor do we make specific recommendations. In short, we are not selling any financial products