my secure advantage

Frequently Asked Questions

What is My Secure Advantage?

MSA (My Secure Advantage) is passionately committed to eradicating financial stress in the workplace. For 40 years, we’ve helped over a million people at all income levels gain financial confidence through expert Money Coaching, AI-powered tools, and comprehensive educational classes and events. We help individuals develop better money habits through personalized support, empowering them to make more informed financial decisions. Employers also appreciate MSA’s focus on educating employees about the best use of their workplace benefits.

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 an MSA Money Coach and the support of our online tools. Our purpose is to help you overcome challenges, 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.

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.

What topics can I discuss with my coach?
  • Debt & Credit
  • Estate Planning
  • Spending & Saving
  • Retirement Savings
  • Student Loans
  • Investing Education
  • Taxes
  • Planning for College
  • Getting Married
  • Maternity Leave
  • Large Purchases
  • Divorce
  • Home Buying
  • 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 Money Coach can conference your spouse/partner into the call.

How We Help
How We Help

 

how we help

Getting started on the road to financial empowerment is simple.

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Step One:

Financial Checkup

Take an assessment to pinpoint goals, determine priorities and get next steps.

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Step Two:

Action Plan

Get a personalized action plan with resources like online video courses, worksheets, calculators and more.

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Step Three:

Talk to a Money Coach

A Money Coach is on standby with the proper experience and credentials based on member needs.

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Step Four:

Achieve

Financial goals turn into accomplishments, and financial futures become brighter than ever.

let's chat

Schedule a discovery call to learn more.