MSA
Coaching
Well-being
Confidence
Results

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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MSA Coaches truly care about you.

“I feel that [my Money Coach] truly cares about me and the people that she helps. That is a wonderful quality that she has. As a result of [my Coach’s] help, my stress due to finances has reduced greatly. I feel more in control of my financial situation now.“

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.”

I look forward to our conversations.

“I have been horrible about keeping up with a budget, and my finances have been stressful. [My Money Coach] has helped me truly monitor and analyze my spending and think about money long term and not month to month. [My Money Coach] has been great holding me accountable. I love that he can relate to me as far as being married and trying to get my spouse on board with being more financially responsible. I look forward to our conversations.”