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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It's like a big brother guiding you in the right direction.

“I would like to thank you for all the great [suggestions], tools, and support on my financial situation. I am in a better situation now than before I joined in. I have learned a lot, and also, I will keep the things I learned from you in my daily financial activities. It was really nice speaking with you. I felt like I had a big brother guiding me in the right financial direction…. You are helping people like me to have a better understanding of finance in their life.”

I feel more empowered.

“I am recently separated from my husband, so I was initially very concerned about being financially able to take care of my needs. By talking through things with [my Money Coach], I realize that I can eventually survive on my own income…. I feel more empowered, and I better understand my rights to ask for what I need from him and how to better prepare for the inevitable (divorce filing). I now understand that I do have options and can work through this situation without fear or feeling alone.“

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.”

Become stronger as individuals and as a couple

“[Our Money Coach] has given us confidence and support as we work through the steps, and has been a trusted and genuine guide as my husband and I learn these things together. [She] is like the boss, Mom, friend, favorite teacher you always wanted. Knowledgeable and accessible, friendly and realistic, respectful and just plain so wonderful…. [She] has given us tools and ideas/input that have made us stronger as individuals and as a couple.“