Financial Wellness with Shay Port

Financial Wellness with Shay Port is a financial planner in Pittsburgh, PA. The firm provides financial coaching, counseling, and education to individuals, couples, freelance workers, and business owners. Shay Port is a CPA, financial coach, counselor, and educator who founded the company after working as a corporate accountant in Los Angeles for over 10 years and owning a tax business for 6 years. Services include creating holistic, comprehensive, and easy-to-follow personal financial action plans. Port also serves as a financial coach for Jewish Nevada and the Jewish Interest Free Loan Association of Georgia. The business holds a rating of 4.80 based on customer reviews.

Port’s approach begins with discovering a client’s current financial state and systematically clearing past issues to achieve future goals. She uses a series of questions to help clients discover their own financial path and become self-sufficient. The coaching process addresses basic money management elements such as checking and savings accounts, retirement planning, and budgeting. Port provides financial education on topics including credit cards, 401K investments, and online banking. Monthly coaching plans are available for clients who need ongoing support until they achieve full control over their finances. Port bases her fees on what clients can afford.

The business has coached hundreds of participants nationwide through video conferencing. Port’s background includes 4 years as a financial coach at a Financial Opportunity Center in Pittsburgh and creating and leading the financial wellness program for the Pittsburgh chapter of Platform to Employment. She is a certified Financial Counselor/Coach trainer through the Cities for Financial Empowerment and has written and led train the trainer seminars for the organization. Port’s personal experience with financial challenges informs her non-judgmental coaching style, helping clients overcome anxiety and build security.

The business is known for its positive rating from the customers who have reviewed it, reflecting the effectiveness of its coaching methods. Port’s combination of CPA credentials and hands-on coaching experience allows her to provide clear, actionable guidance for complex financial situations.

Financial Wellness with Shay Port combines professional expertise with personalized coaching to help Pittsburgh residents achieve lasting financial freedom.

The business is located on Centre Avenue, just a short walk from Baum Boulevard and South Euclid Avenue. It sits near the Negley bus station and Friendship Academy.

BizScoreAI awarded a Discoverability score of 100 out of 100, ensuring that AI crawlers can find every page of the website so that AI assistants can recommend the business. The company also received a Technical score of 94 out of 100, confirming that the website is secure and indexable for search engines.

Services:

• 30 Days to a Debt-Free Life
• Financial Coaching
• Financial Counseling
• Financial Literacy