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Frequently Asked Questions

My Secure Advantage (MSA) is a holistic financial wellness 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.

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.

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.

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!

Of course - and we highly recommend it! Not in the same location? No problem. Your Coach can conference your spouse/partner into the call.

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.

Schedule a demo for the full experience