Money Coaching

When it comes to money, we often wonder if we’re making the right moves, but searching for answers can feel overwhelming. My Secure Advantage (MSA) offers guidance for you to build a stronger future no matter where you are in your financial journey. By teaming up with a Money Coach and taking advantage the digital resources available year-round, you can build a stronger and more secure future no matter where you are in your financial journey.

Conducting a financial wellness checkup
Understanding how much you spend
Creating a budget
Building an emergency fund and why it is necessary
Paying off high interest debt
Planning for a child’s education or your retirement
Options for getting out of debt
Learning what you need to save and what lenders will look at when buying a house
How getting married or divorced will affect your finances and credit rating
Pros and cons of borrowing money from your retirement plan
Choosing between leasing and buying a car

Through MSA, you will also have access to the following features:

Money Coach
- Finally, a mentor for your money — whose only job is to help you improve your financial life. Partner with a coach and, together, you can create a plan that embodies your values, priorities and goals — one that reflects and works with your life.
Assessment & Action Plan
- Complete MSA’s online assessment and learn how stressed (or not) you’re feeling about your finances. Based on your responses, you’ll be directed to videos, guides, and other resources specifically tailored to your needs and interests.
MSA Wallet
- MSA’s budgeting tool – Wallet – makes it easier to budget, save, and get a clear view of your finances. With 24/7 visibility and bank-level security, you can plan for the unplanned, reduce debt, and increase your net worth.
Credit & Identity Monitoring
- Access ID monitoring and credit information during your coaching benefit period. Review your TransUnion credit score (updated every 30 days) and credit report (updated annually).

In addition, there are several resources for you on the supportlinc.com site, including free consultation with a professional Consumer Credit Counselor and great articles about financial planning. Financial planning services are also available for a flat fee of $35 per hour.

Fidelity also offers online financial planning and guidance, as well as recurring webinars to assist you in your investments. Click here to learn about options and service available to you through Fidelity.

Please see the MSA Disclaimer before engaging with My Secure Advantage financial advice and assistance.

Check out the video below to learn more about what MSA can offer you!