Financial experts backed by behavioral science, and a proven track record. Improve lives, save money.
Financial challenges manifest themselves into our personal lives, impacting our health, relationships, and work. With finances being the #1 cause of stress, and stress being the #1 cause of deteriorating health, it's time to focus on how mental and physical health can directly benefit from healthy finances.
Financial well-being programs come in all shapes and sizes. Some come with a sales pitch and some are apps.
Our experience has taught us what is necessary to help people change behavior and achieve their goals. MSA’s program provides end-to-end live and digital support; no strings attached. Honest help without any compromise.
Helping members select the right healthcare options, increase contributions to 401k and HSA accounts, and participation in other benefits are some of the ways we help members with personal finances. This helps improve other benefits and services you provide.
No two stories are alike & financial strategies shouldn’t be either. Money Coaches connect personally with members and help create an achievable plan encompassing their values, priorities and goals.
Our coaching methodology is rooted in behavior change, helping members learn new financial habits and change their relationship with money, all with the support and motivation of their coach.
Health, wealth, and overall well-being are tied together more than we realize. Whether talking about finances or life, MSA cares about helping members beyond just money.
With decades of experience helping members reach financial goals and tackle money challenges we've learned what leads to positive behavior change. Developing a culture of continuous improvement to better serve members, we are constantly adding certifications and helping coaches further their education.
AFC® Accredited Financial Counselor®
Behavioral Financial Advisor™
The CFP® certification, held by Certified Financial Planner™ professionals*
CMPS® Certified Mortgage Planning Specialist
CDFA™ Certified Divorce Financial Analyst®
Certified College Funding Specialist™
Certified Money Coach (CMC)®
Certified Tax Coach™