Testimonials
Sarah Kilpatrick
Working with Shay has probably been the best financial decision I've ever made. I originally sought her services because I wanted help with basic budget planning and reassurance that I was making good decisions, and in our initial meeting she pointed out a bunch of things that could be restructured in the way my finances as a whole are set up, and I joined her coaching program. Shay bases her fee off of what she knows you're able to pay and what she knows will pay off, and in a little over a year, she has already more than paid for herself. I have so much less anxiety about money in general and feel more empowered making financial decisions. Shay herself is warm and funny and very easy to talk to, while also holding you accountable and gently calling you out when you're standing in your own way. I'd recommend her to anyone looking to find out what's possible with their financial future!
Bernard Davis
Working with Shay has truly been life-changing for our family. Before we started, we felt overwhelmed and unsure about how to properly manage our finances. Shay not only helped us create a realistic and efficient budget, but also gave us the tools and confidence to stick to it.
Because of Shay’s guidance, we’ve been able to grow our savings, take control of our spending, and make real progress toward becoming debt-free. What sets Shay apart is the ability to break things down in a way that actually makes sense and feels achievable. She has even reviewed our tax returns that were prepared by our tax accountant. It helps that Shay is a CPA.
If you’re looking for someone who will meet you where you are and help you build a clear path toward financial freedom, I can’t recommend Shay enough. This has been one of the best decisions we’ve made. My kids even know Shay’s name and makes statements such as: “we better ask Shay, or what is Shay going to say.”
Michele Asa
It has been an incredible process working with Shay. We worked with her for about a year and a half, and completely turned our financial situation around. Our biggest challenges were not having a clear picture of where our money was going, knowing how much we really had to work with, and not being properly set up for retirement. She helped us make goals and set up a manageable plan to move forward (You do have to put in the work to make it happen though).
We are on track for retirement and making better money management decisions. We highly recommend her services. She is worth every penny - even if you don't think you have the money, do it anyway. No money situation is hopeless! The return on your investment is lifelong, and the peace of mind is priceless.
Dita Kallash
Shay guided me through my financial journey as a coach. She’s very gentle relatable and firm at the same time and that’s exactly what I needed. Her dedication big heart and commitment is inspiring. When we started I was dealing with lots of fears, resistance and false beliefs around my finances. Going through all the spaces gaining a knowledge and confidence I now have peace of mind and freedom dealing with my finances and I am not longer overwhelmed and anxious around the topic. Miraculously other areas of my life has improved significantly my relationship with my fiancé and my career. I would recommend Shay to anyone and I am very grateful and privileged to met her.
Rebecca Kreiger
I wish I had worked with Shay years sooner. If I had known that 1) I could afford her services 2) She could help me get out of the cycle of credit card debt 3) She could help me strategize and save for the future, it’s a no-brainer. To say that her services are life changing is an understatement. If you follow her directions the rest just falls into place. I highly recommend working with Shay Port!!
Shari
As a result of working with Shay, I can breathe and do not feel the stress I felt before working with her.
Ariel Steinberg
Working with Shay was very helpful for our family.
Since working together, we feel like we have a much better handle on our finances and a clearer direction for the future. Shay's guidance was practical, thoughtful, and tailored to our specific situation living as a frum family. It was nice working with someone who understood the values of a jewish education, kosher food, and the holidays, and had the expertise to guide us and give us the skills to navigate the unique challenges that we face without compromising on what's important. I'd gladly recommend Shay to anyone looking for financial coaching that understands the unique needs and values of frum families.
Skukura Woods
I have had the absolute honor and pleasure to work with Shay on my financial wellness. Her services go way beyond creating a budget and setting goals - with her knowledge and warm approach to holding me accountable, she has helped shift my entire relationship to money. I am more confident in my finances, have strengthened my financial literacy, and quickly surpassed my goals and expectations of self. She has truly helped me change the trajectory of my life by guiding me in getting out of debt, having a solid retirement plan, setting aside substantial savings, and feeling more in control of my money flow. I cannot recommend her enough!
Catherine Davin
Working with Shay has truly been life changing!! I have never felt more in control of my financials and I now feel confident about my expenses for the first time in my adult life. Not only is Shay knowledgable and trustworthy, she is also easy to talk to and compassionate. 10/10, would recommend!
Peri Kaplan
Working with Shay has been life changing for me! She has helped me get on track to pay off debt quickly while establishing savings at the same time. She has taught me how to budget, plan and save. I am no longer living pay check to pay check. I highly recommend Shay!!
Justin Blake
I am so appreciative and thankful that I found Shay and worked with her over the past year! I am in a better financial situation now then before and setup for success for the future. With a baby she has given me the tools to be confident in my ability to manage my finances with increased expenses on the way.
Sarah SanGiovanni
Shay is fantastic. She takes the time to explain concepts and I have learned a lot every time I have met with her. Shay has helped me with complicated taxes, setting up a budget, and longer-term financial planning. Her advice and explanations have helped me feel so much more confident about how to manage finances. I'm so grateful that she takes the time to listen and understand where I am in terms of my goals and knowledge and help get me to the next step! I couldn't recommend her highly enough.
Paula Rossi
Shay’s expertise, advice, and detailed system for organizing my finances has made such a difference in my ability to manage my money effectively. I started working with her as someone with terrible habits, no knowledge of how to turn things around, and very little confidence that I’d ever get myself in a better position. After a year of working together, I feel like I can see a light at the end of the tunnel for the first time, and my financial future doesn’t seem totally doomed. Shay will definitely tell you some truths that will be hard to hear or seem impossible at first, but she truly knows what she is talking about and wants to help. I always felt supported without feeling patronized or belittled in any way, no matter how bad my habits were. It’s clear that Shay really believes that everyone can turn their situation around with dedication and hard work, no matter how bad things seem at the start. I would highly recommend!!!
Julie Gann
Working with Shay has transformed my financial outlook! Through an easy-to-follow process for tracking spending and setting savings goals, she provided comprehensive guidance for long-term success. Committing to a year-long program was a leap of faith, but the ongoing accountability has cultivated lifelong habits. Shay's empathy and non-judgmental approach helped me overcome guilt and shame about my debt from the beginning. Grateful for the positive impact on my relationship with money!
Becca Peluso
She is super responsive and takes so much time to answer all of my questions. I also highly recommend her financial advising services. I feel so much more confident in planning for my future because of her simple, straight-forward strategies. Thank you, Shay!
Ashley Olinger
I'm a small business owner, and I cannot recommend Shay's services enough, especially if you're self-employed. Shay is incredibly organized and helpful, and went above and beyond my expectations.
Dennis Lyon
Shay has done a tremendous job for me. She has a great attention to detail, knows the business, is responsive to questions, and she's great at explaining things so I can understand them. Highly recommend!
Mindy Cooper
Shay was recommended to me by a friend, and I'm so glad that I reached out and did a one-on-one session with her! She helped me face my personal finances, realize that everything is gonna be okay, and that the future has the potential to be even better if I choose to take a few simple steps to smartly organize my finances. She also is super thoughtful person and seems genuinely excited about unlocking these doors to financial wellness for others. If you're at all anxious about finances, take a deep breath and call Shay - she's got your back and a plan to get you to the next level.
Paul Robison
Shay has been a pivotal in helping me work through tax matters and financial decisions for my small medical practice. Her responsiveness, reliability, and valuable advice has helped earned my trust over-and-again in the last four years. I am very grateful she came into my business life and is a financial resource for me and my wife as well. She is easy-going and pleasant, which helps when discussing big decisions around finances. I would recommend her to any of my friends and family.
Sara Coffey
Shay is an amazing coach. I have been working with her for years now. As a freelancer it's really vital to get her guidance on everything related to my finances. I feel really comfortable opening up to her about my challenges with money. She is really pleasant to work with as well. I fully trust her. After years of working together I am more confident in the choices I make and have Shay to thank! Highly reccommend her services.
Jina O'Neill
I have been working with Shay for several years now. Initially she was working with me to get my finances back in order (creating a budget, paying of debt, creating a savings, etc.) I would highly recommend Shay to anyone. Thank you for all that you do, Shay!!
Sarah Leavens
I have been working with Shay for over two years now and she has helped me make a significant improvement in my financial wellness, as well as helping me complete my taxes annually. She's smart and fast and really knows how to prioritize and maximize a dollar, and she takes my individual situation and goals into account as well. I'm miles ahead of where I was before I started working with her— cannot recommend her highly enough!
Todd Avellar
Excellent. Shay has been immensely helpful in helping me hit the ground running after finishing my doctoral studies. Together, we have begun to co-create a realistic plan to eliminate my debt as quickly as possible, while planning for long-term financial planning. I look forward to working with her well into the future and recommend her without question!
Jenna Date
Shay is wonderful! I don’t consider myself a ‘numbers person.’ She was able to give me a visual picture of my financial health, and help me see my blind spots. We worked together to build a financial plan, and then she helped me navigate through the sticky bits. It was a brilliant collaboration. Thank you Shay!
Justin Smith
Shay has helped has brought clarity and light to what was my formerly Byzantine tax reality. She is a total pro and the best in the business. She gets my absolute highest possible recommendation.