What is My Secure Advantage?
My Secure Advantage (MSA) is a holistic financial well-being program that blends 1:1 telephonic financial coaching with a financial assessment, budgeting software, on-demand video courses, and other online tools designed to help you take charge of your financial future.
What can this program do for me?
Whether you’re new to managing your money, have a handle on your finances, or are recovering from a setback, make sure you’re on the right track with the guidance and accountability of a Money Coach and the support of our online tools. Our purpose is to help you overcome challenges and accomplish financial goals and build a strong and secure financial future.
When is my Money Coach available and how long are the consultations?
Your Coach is available Monday through Friday from 6:00am-8:00pm PT. Consultations are typically thirty minutes in length. Time between consultations varies by individual.
What topics can I discuss with my coach?
Debt & Credit
Spending & Saving
Planning for College
Caring for Parents And More!
Can my spouse or partner join me during the consultations?
Of course - and we highly recommend it! Not in the same location? No problem. Your Coach can conference your spouse/partner into the call.
Is my information confidential?
Your finances are personal and we believe it should stay that way. Any personal or financial information you choose to share during your coaching engagements will never be disclosed or shared with any third parties, including your employer.