What is Money Coaching all about?

Most of us have a favorite coach. Maybe it was the one for your high school sports team or drama class. Whoever it was, they were likely a good coach because they saw your strengths and weaknesses and made you better. They helped you set goals and achieve them.

Improve Your Financial Game
How about your money goals? Do you feel confident about your finance skills? A Money Coach can evaluate your money skills and show you how you might make your financial hopes and dreams a reality. At My Secure Advantage (MSA), a Money Coach can help you take your money game to the next level.

How can it help me?
Our goal is to help you achieve your goals.

But just how do we do it? 1. We help you identify opportunities for you to improve your financial strengths. 2. We strive to empower you to take charge of your financial future. 3. We are flexible to you, so we can customize our help specifically for your needs.

What it boils down to is this: At MSA, we analyze your financial situation, develop a personalized action plan and guide you towards financial success.

You may be thinking, “Great, but give me some details!” MSA Money Coaches provide:

• A tailored coaching experience
• Informative articles and videos
• An online financial platform
• Accountability and support

What’s even more exciting is that people who actively engage with a Money Coach typically experience the following:

• Lower financial stress
• Reduction in unsecured debt
• Improved credit score
• Increased cash flow

What can we say? Money coaching can have its perks. We have some members who save hundreds of dollars each month, have reduced their unsecured debt by thousands of dollars, and improved their financial stress by as much as 90%.*

Why would I want to try it?
Simple: Own your money! Taking time and energy to improve your money skills is a gift you can give yourself and your loved ones, and it’s one that keeps on giving. The coaching you receive can help you:

• Make your money work harder and smarter
• Plan a budget that works for you
• Identify and achieve your life goals

And MSA is a judgment-free zone. Life is crazy. Things happen. Finances can be confusing. We get it. A Money Coach meets you where you’re at and adjusts their approach as necessary when things change.

Is it private?
Yes. Client trust is the beating heart of MSA, and your privacy is no exception. It’s a top priority.

Every conversation with a Money Coach is confidential. Your information is private, and we never share or sell your data. Ever.

What can I expect?
Compassion. Integrity. Attentiveness. We listen and take the time to get to know you. You are a unique individual, so you should be treated as such.

These values drive our Money Coaches as they work to deliver personalized, transformational experiences in personal finance through coaching, education and financial tools. Better success begins with you:

• Say hi! The first step is a phone call (M-F, 6am-8pm PT). Initial calls allow Money Coaches to listen to your financial goals, thoughts, concerns and questions.
• It’s a date. From here, we find appointment times for meetings that suit your schedule. Meetings are driven by you, by your needs, and at your pace.
• The action plan. We aim for a brighter tomorrow. From every-day basics of improving money management skills to long-term goals, and everything in between, a Money Coach can assess your current financial situation, help identify your financial goals and develop an action plan to achieve them.
• Time to learn. MSA offers a wealth of information and education through our blog, website and tools like budgeting software.

Would you be handling my finances?
Money Coaches do not manage money or financial accounts for you. We focus on empowering you with the tools, education and plans for improved financial well-being. But, don’t worry. As mentors, we can help along the way.

Will I be working with one person? Or a team?
You can work with your own personal Money Coach. But if the need arises, you have a dream team that can support you.

Your coach can invite another coach who is an expert in areas such as mortgages, taxes and the like if you need specialized consultations. This coach will work alongside your personal Money Coach to give you the expert education and knowledge you may need to understand and transform your finances.

What can we talk about?
Money worries everyone at some level. Your Money Coach is a partner to listen to your financial concerns. Nothing is too big or too complex:

• Budgeting? No problem.
• Retirement planning? We’re here to help.
• Home buying? Sure thing.
• A new baby? Congrats! We got you.
• Improving your credit score? Let’s get started.

We are dedicated to elevating your financial game. Above all else, MSA Money Coaches strive to inspire personal growth and the pursuit of continuous improvement for your financial well-being.

Do you work with couples or family members?
Seldom does money affect just an individual. Many financial decisions involve spouses, parents, children, siblings and more. MSA will help your family work together to find the best path forward and deliver life-changing outcomes.

How do I get started?
First, check with your employer, as they may offer access to our programs through their company benefits package. Then call us at 888-724-2326 to get started.

* My Secure Advantage, Inc., January 2023. Based on MSA member self-reported data, when working with a coach on this specific issue, from 1/1/21 – 12/31/22.