The core of the SHOR Financial Wellness® program is personal coaching. Help your workforce be money smart. With Financial Coaching, they receive individualized attention and analysis.

The Financial Coaching Process:

• A confidentiality agreement assures privacy.
• Individuals complete a brief pre-coaching form that elicits basic information  prior to the session.
• The private coaching session concentrates on the employee’s key issue and provides guidance for moving forward. 
• Discuss and explain other corporate benefits to help employees take better advantage of the programs you provide

Understanding a retirement savings plan, learning more about investing, improving credit, and knowing how to create a basic budget are just some of the outcomes that keep employees On Track!