Have a question? We have assembled answers to our most frequently asked questions below. Need more help? Just send us an email and our support team will respond within 1 business day.

Frequently Asked Questions

What is My Secure Advantage?

My Secure Advantage (MSA) is a holistic financial wellness program that blends 1:1 telephonic financial coaching with budgeting software and on-demand video courses designed to help you take charge of your financial future.

What will the program do for me?

Make your money work for you! Get ready to improve your cash flow, decrease debt, maximize your investing and increase your credit score. You have all the resources you need to feel confident about any stage of life ‒ be it growing a family, buying a house, caring for aging parents, or planning your retirement.

What is the difference between a financial advisor and a Money Coach?

A financial advisor’s job is to manage your money for you, make suggestions, and ultimately get paid for doing it. A Money Coach, on the other hand, assists and guides with the end goal of teaching you new habits and helping you accomplish your financial goals. They are salaried employees, and unlike most financial professionals, they truly have nothing to sell. Their sole focus is helping people improve their financial lives through one-on-one, confidential and unbiased coaching relationships.

What can I discuss with my Money Coach?

  • Debt & Credit
  • Spending & Saving
  • Student Loans
  • Taxes
  • Getting Married
  • Large Purchases
  • Home Buying
  • Estate Planning
  • Retirement
  • Savings
  • Investing
  • Planning for College
  • Maternity Leave
  • Loss of a Loved One
  • Caring for Parents
  • Divorce
  • And More!

When is my Money Coach available?

Your coach is available Monday through Friday from 6:00am - 8:00pm PT.

How long are the consultations?

Consultations are typically thirty minutes in length and are provided telephonically. Time between consultations varies by individual.

Can my spouse/partner join me during consultations?

Of course – and we highly recommend it!

What experience does a Money Coach have?

Our staff has an average of twenty-two years of relevant professional experience and multiple certifications from the financial services industry. Certifications include but are not limited to:

  • AICTC™ (Certified Tax Coach™)
  • AFC® (Accredited Financial Counselor®)
  • CCFS™ (Certified College Funding Specialist™)
  • CCRS™ (Certified Credit Repair Specialist™)
  • CDFA™ (Certified Divorce Financial Analyst®)
  • CMPS® (Certified Mortgage Planning Specialist®)
  • CPA™ (Certified Public Accountant™)
  • CSA™ (Certified Senior Advisor™)
  • FRS™ (Fraud Resolution Specialist™)

Is my information kept confidential?

Your privacy is important to us. We do not sell or share your information with third parties, and your use of the program is kept confidential as well.

How much does this program cost?

Program costs vary. To learn more, please call 1-888-724-2326.