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0%

of employees say they have made little to no progress
on financial goals in the last 6 months.^*

Goal Setting & Execution

Turning the good intentions of the new year into lasting progress takes more than motivation.

This session helps employees create realistic, measurable goals and build habits that they can practice all year long. Guided exercises address potential obstacles, progress tracking, and accountability, while practical worksheets help participants stay focused and keep moving forward.

Select “Order Class” to email our team for support.

Classes to Consider:

EDU_WEB_BUDGET_BUILDER_LAB

Budget Builder Lab: Create a Spending Plan That Works This session walks employees through building or refining a spending plan using their real-life numbers. Explore Class

EDU_WEB_DEBT_REDUCTION_STRATEGY

Debt Reduction Strategy Session Paying down debt can feel overwhelming to employees, but a clear strategy can make progress more manageable. Explore Class

EDU_WEB_RESILIENCE_PLANNING

Resilience Planning: Prepare for Financial Setbacks This session helps employees identify financial vulnerabilities and prioritize actions that strengthen resilience against the unforeseen. Explore Class

Select “Order Class” to email our team for support.

*Self-reported data from MSA Live attendees, January 2026. My Secure Advantage, Inc. Accessed July 2026.

My Secure Advantage, Inc.
3001 Lava Ridge Ct. #250
Roseville, CA 95661
United States

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