What is financial coaching?

Financial Coaching

Financial coaching recognizes that changing personal financial habits can be very difficult. Incorporating changes into one’s day to day life can be overwhelming.

Financial coaching supports participants in achieving
financial goals, offering guidance to develop new skills to take greater control of their personal finances. In doing so, participants become more financially knowledgeable and confident.

The SHOR program focuses on:

  • Ongoing collaborative processes to help clients change behaviors and practice new behaviors

  • Financial content that addresses the client’s unique needs and goals

  • Providing tools and resources to improve financial situations