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

Pay off your credit cards

"I've been working with my Money Coach to help me build savings and reduce and eliminate debt…. As soon as I get extra money (i.e. reimbursement from claims, bonus, child support, etc.), I ask [my Coach] what to do with it. Her approach is excellent. She shows me how to make that money work best for me…. [S]ince working with [my Coach], I've paid off three credit cards, and I'm working on my fourth one right now. You guys are doing a great job."

All you need to know about long-term planning

“My primary focus was longer term retirement planning. This included a large variety of retirement topics, including health care costs, long-term care and life insurance, investing to beat inflation, creating an income stream from savings, maximizing social security benefits, and several others. As this list indicates, we had a number of sessions and covered every topic I had in detail. I came away with a better understanding of options/preferences and an improved game plan.”

Learn how to make the most of what's available

“[My Money Coach] is wonderful and very helpful. She has given me some good [suggestions] on debit card usage, handling creditors, managing my credit report, and taking advantage of all the tools at my disposal.”

My stress level has decreased.

“I can actually say my stress level has decreased, and now I am more proactive with my finances and not in panic attack mode.... My Money Coach is awesome, and it is important that he makes me feel empowered. I feel like I have a trusted friend that is helping me through something, and the results are great.... thanks bunches!!!!!”