Money Coaching
Through over 1.3 million coaching sessions, we've helped employees tackle debt, reduce stress, and plan for their future with clarity and confidence.
One-on-one, personalized Money Coaching sessions combine expert guidance with genuine human connection to transform how people relate to their finances. Our Money Coaches are trained in clinically validated methods, each bringing an average of 22 years of experience, and collectively holding 28 different professional certifications. We are qualified to help you no matter your financial goals
Meeting people where they are, and always without judgment, MSA provides personalized, actionable strategies for every stage of life. And unlike product-driven services, our coaches do not sell products. They focus solely on education and support, equipping employees to take control of their financial journey with lasting impact.
Self-Directed
Digital Tools
Whether employees prefer to learn independently or collaborate with a Money Coach, our secure, mobile-friendly, self-directed, and personalized financial guidance tools work with and without coaching support. We meet employees where they are to make progress feel achievable, not overwhelming.
Including a custom dashboard informed by a personal assessment, budgeting tools, like MSA Wallet®, our real-time AI coach, Joy, scheduling for in-person Money Coaching, and features like credit and identity monitoring, our online portal is designed to fit the unique needs of employees with flexibility and ease.
From videos and articles to calculators and worksheets, our resource library supports different learning styles and financial goals. Employees can track their finances, build a budget, and take actionable steps, on their terms.
Live Educational Productions
MSA’s financial education program is a flexible, approachable way for employees to begin or deepen their financial well-being journey. Whether used as a first step or alongside coaching and digital tools, our courses offer connection, guidance, and momentum.
With over 45 financial topics, our engaging, on-demand courses are offered virtually or in-person and include live broadcasts, webinars, and personalized learning tracks that fit busy schedules and diverse needs. Built to scale, adapt and be responsive to real-time issues, addressing what employees care about now.
Our brilliant, certified educators go beyond expertise, they bring empathy, personal stories, exceptional public speaking acumen and a genuine passion for motivating real change. Their relatable delivery helps participants feel seen, inspired, and ready for their next step. And with 90% of on-site attendees asking for more*, it’s clear our approach resonates and drives engagement.
*based on results from post MSA Educational Event surveys.