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Financial experts backed by behavioral science, and a proven track record. Improve lives, save money.

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Financial stress
affects our lives more than we realize.

Financial challenges manifest themselves into our personal lives, impacting our health, relationships, and work. With finances being the #1 cause of stress, and stress being the #1 cause of deteriorating health, it's time to focus on how mental and physical health can directly benefit from healthy finances.

85% of Americans confirm some part of their personal finances is causing them stress right now

You can provide real solutions to real problems.

Financial well-being programs come in all shapes and sizes. Some come with a sales pitch and some are apps.

Our experience has taught us what is necessary to help people change behavior and achieve their goals. MSA’s program provides end-to-end live and digital support; no strings attached. Honest help without any compromise.

No affiliations - help without the sales pitch

Guidance for every age, status, job title and salary

Holistic approach improves wealth and health

Supports all learning styles, locations and work environments

I think this is a fantastic benefit to employees. I know my past financial stress has affected my health, state of mind, and work performance. It is a very forward-thinking employer that understands that and is willing to provide a benefit to mitigate the issues.
Ainara Vergara

Make your benefits programs richer and more effective.

(It'll make you look good too.)

Helping members select the right healthcare options, increase contributions to 401k and HSA accounts, and participation in other benefits are some of the ways we help members with personal finances. This helps improve other benefits and services you provide.

Increased 401k & HSA contributions

Reduced healthcare related costs

Increased job performance & productivity rate

Reduced turnover & absenteeism rates

Improved mental and physical wellbeing

My Money Coach takes into account the myriad of issues affecting finances, from a holistic point of view. My health both physical and mental, is better, and it is not a surprise that this has gone along with my financial wellness.”
Lucile Manning

Unbiased, objective,
and human-centric.

Personal Approach

No two stories are alike & financial strategies shouldn’t be either. Money Coaches connect personally with members and help create an achievable plan encompassing their values, priorities and goals.

Backed by Science

Our coaching methodology is rooted in behavior change, helping members learn new financial habits and change their relationship with money, all with the support and motivation of their coach.

Health focused

Health, wealth, and overall well-being are tied together more than we realize. Whether talking about finances or life, MSA cares about helping members beyond just money.

Rely on years of experience
and a breadth of credentials.

With decades of experience helping members reach financial goals and tackle money challenges we've learned what leads to positive behavior change. Developing a culture of continuous improvement to better serve members, we are constantly adding certifications and helping coaches further their education.

Featured Coach
Chad Wolfe

AFC® Accredited Financial Counselor®

Behavioral Financial Advisor™

The CFP® certification, held by Certified Financial Planner™ professionals*

CMPS® Certified Mortgage Planning Specialist

CDFA™ Certified Divorce Financial Analyst®

Certified College Funding Specialist™

Certified Money Coach (CMC)®

Certified Tax Coach™

And more…

Schedule a discovery call to learn more.

Schedule a Demo
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.