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SHOR Helps You Get on Track to
your Financial Goals!

We Offer Tailored Services To Help You Make Informed Choices

Personal Financial Coaching
Divorce Financial Consulting
Retirement Planning

Are you feeling this way?

I’m overwhelmed

How do we divide the house?
How do we divide the house?

How can I start to organize my finances? I ’m faced with important financial choices and I don’t know what to do

I’m stuck

How do we divide the house?

I’m getting different opinions from friends and family about money. How do I know what’s best for me?

How will divorce affect my finances?

Will I outlive my savings?

We can help you with immediate support and a personalized approach

At SHOR Financial Wellness we understand how stressful money decisions can be

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How do we divide the house?
How do we divide the house?

Getting married

Having a child

Getting married

Having a child

Purchasing a first home

Financing your children’s education

Repaying student loans

Divorce

Health-related problems

Dealing with debt

Death of a partner

Retiring

We make the process more manageable for you.

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What Do We Do?

• We offer one-on-one coaching to address your specific money concerns. Our goal is to help you reduce stress and have peace of mind about your finances.
• We use technology to test out various “what if” scenarios.
• We “translate” complex financial information into understandable concepts so you have the clarity to make important decisions.
• We help you build confidence so that you have a positive experience with money.
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Flexible Methods

Individual coaching (In-Person or by Skype, FaceTime, Zoom, or a Similar Service)

Group seminars or workshops

Online platform

Educational videos

Interactive worksheets

Seasoned Financial Professionals at Your Service

We work independently and are a fee-based firm
 
Wall St. experience without the Wall St.-sized costs
 
Specialized software for divorce financial analysis
 
Women-owned business
 
We bring extensive knowledge and expertise to our coaching services and classes.
Just like an athletic coach, we guide our clients as they achieve their goals through their own efforts.
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Let Us Help You

Set up an appointment with us at SHOR Financial Wellness to get started or learn more about our programs and services. Our coaches would be more than happy to answer your questions.

Contact Us Today