Finances can feel overwhelming. Connect with a Money Coach and take advantage of our action plans, online video courses, and more. Build a stronger and more secure future no matter where you are in your financial journey.
You and your family have access to MSA's entire coaching staff. When you’re ready, you will be matched with a Money Coach who specializes in what it is you want to talk about.
For more than 35 years, MSA has helped clients achieve greater financial well-being through personalized guidance and science-backed techniques.
Anyone with a financial goal or challenge can benefit from an expert’s support. Many people still try to go it alone, which may mean missing out on better financial outcomes.
MSA has designed a program that is judgement free, totally confidential and staffed by credentialed money coaches who do not sell any products.
No two stories are alike and your financial strategies shouldn’t be either. We help you create an achievable plan encompassing your values, priorities, and goals.
We determine where you are financially & emotionally, and provide a plan that works for your life. With MSA, you get expert guidance and education to build your financial confidence. This program includes:
Access to a certified professional with expertise in the areas of interest to you
One-on-one coaching sessions over the phone to discuss your needs and progress.
A digital dashboard with customized resources (videos, articles, worksheets, and more)
A personal action plan to help you reach your goals
Register online or over the phone 888-724-2326
Answer a few questions to help MSA understand your goals and match you with the best coach for your needs.
Use your unique login to access your personal dashboard
Schedule your first consultation with your designated Money Coach
Use resources and tools and access the program at your own pace
What is My Secure Advantage?
My Secure Advantage (MSA) is a holistic financial well-being program that blends 1:1 telephonic financial coaching with a financial assessment, budgeting software, on-demand video courses, and other online tools designed to help you take charge of your financial future.
What can this program do for me?
Whether you’re new to managing your money, have a handle on your finances, or are recovering from a setback, make sure you’re on the right track with the guidance and accountability of a Money Coach and the support of our online tools. Our purpose is to help you overcome challenges and accomplish financial goals and build a strong and secure financial future.
When is my Money Coach available and how long are the consultations?
Your Coach is available Monday through Friday from 6:00am-8:00pm PT. Consultations are typically thirty minutes in length. Time between consultations varies by individual.
What topics can I discuss with my coach?
Debt & Credit
Estate Planning
Spending & Saving
Retirement Savings
Student Loans
Investing Education
Taxes
Planning for College
Getting Married
Maternity Leave
Large Purchases
Divorce
Home Buying
Caring for Parents And More!
Can my spouse or partner join me during the consultations?
Of course - and we highly recommend it! Not in the same location? No problem. Your Coach can conference your spouse/partner into the call.
Is my information confidential?
Your finances are personal and we believe it should stay that way. Any personal or financial information you choose to share during your coaching engagements will never be disclosed or shared with any third parties, including your employer.