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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Everyone should have a Money Coach.

“I make a decent living but felt like I was living a little TOO close to the notion of check to check…. [My Money Coach] has held me accountable and has been EXTREMELY kind about it.... He's the best. I look forward to our calls because he helps me think about all of my financial actions and reminds me to not be so hard on myself. I needed someone who was unbiased and fair, and that's [my Money Coach]. He's truly my Financial Therapist. Everyone should have a [Money Coach].“

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.”

There is an end to financial madness.

“[My Money Coach] was instrumental in helping to take the mental load off my mind. She did a stellar job of making me not feel bad about our situation and really helped to put things in perspective. I just really needed to have an expert... to talk things through with, and she superbly fit that bill. She walked through the steps to 'recovery' and provided the resources and spreadsheets to visually see that there indeed is an end to the financial madness that is our debt.“

Like family

“[Our Money Coach] always laughed with us on our calls and made us feel like family and not just another client.“