Money Coaches

Meet our Coaches

Connecting a face to a voice is always a good thing when you are sharing financial information over the phone. Take a moment to meet our featured coaches, or view the Money Coach you are already working with.

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Features

MSA Wallet

No more surprises. See all of your accounts, investments, bills, cash flow and budgets in one place. You will have a clear picture of what's coming in and what's going out 24/7, so staying on track is easy.

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A Few of Our Partners

Couples become a team for their financial future.

“[Our Money Coach] had a unique ability to answer both of our questions while bringing them back to the main goal of the call. This skill not only aligned my wife and I around our finances, but set us up as a team for our financial future. Since our call, I am glad to report that my wife and I are applying the bi-weekly check-ins on our finances and are on path to achieve our financial goals. In addition, we have turned a sensitive topic into a positive topic.”

Your Coach will adjust to your level of understanding

“[My Money Coach] was thoughtful about responses to my question, flexible in addressing a wide range of topics, and willing to research and reach out to colleagues to collect additional information to help dive deeper into my inquiries. [My Money Coach] also kept the discussions interesting and entertaining.... He also adjusted his feedback based on the level of understanding I already had about the topics.”

Very patient and understanding

“I am upside down with a first and second mortgage. Both mortgages were going to increase, and I have credit card debt that I was diligently paying; however, the harder I tried the more the banks were increasing my interest rates. I felt like I was drowning. I was not going to be able to handle the increases, so I came to [MSA] for help…. [My Money Coach] has been very patient and understanding. I think the greatest part was someone validating that I was/am doing everything I can correctly.”

[Our Money Coach] was the perfect match for us.

“My wife and I are currently in the market to buy a house…. We have $150K saved, which is a good amount for a down payment, but needed to review spending and savings options to speed up the pace of saving…. We also needed someone who is well versed in the real estate and mortgage market to help us understand how much we should look to save, and how we should be evaluating the investment - short term or long term. [Our Money Coach] was the perfect match for us.”