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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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 gives you a starting place.

“[MSA] made me less anxious about my poor financial planning and made it easier for me to approach the budget and expense trackers. By giving me concrete ways to get a handle on the current expenses, it helped my emotional turmoil and helped me focus on ways to improve the situation. [My Money Coach] is available on off hours which makes it easy to meet with him. He gives good pointers on reducing expenses, managing the expense tracker and controlling my habits.”

My Coach decreased my financial stress.

“Spending previously happened without budgeting and got out of control.... My Coach decreased my financial stress level over the past few months by listening, systematic assessment, and providing effective tools for budgeting and tracking my spending. My Financial Coach is 'Right on the Money' with his plan for my financial recovery....”

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.”