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The Financial Coaching Process

Financial Process

The core of the SHOR Financial Wellness® program is personal coaching: individualized attention, analysis and guidance.  Whether someone wants to better understand a retirement savings plan, learn more about investing, improve credit, or learn how to create a basic budget, a coaching session or participation a workshop will help get you on track to a more secure financial future.

  • Sessions are confidential

  • Complete a brief pre-coaching form that provides basic background for the coach.

  • The private coaching session concentrates on your specific issues or concerns

  • Our guidance is we do not promote or sell any products or services