The Financial Coaching 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