The SHOR Way
Are your Employees among these Statistics?
Why Financial Coaching
A Cost-Effective Benefit for Employees
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!