Contact us

All you need to know about long-term planning

“My primary focus was longer term retirement planning. This included a large variety of retirement topics, including health care costs, long-term care and life insurance, investing to beat inflation, creating an income stream from savings, maximizing social security benefits, and several others. As this list indicates, we had a number of sessions and covered every topic I had in detail. I came away with a better understanding of options/preferences and an improved game plan.”

Everyone should have a Money Coach.

“I make a decent living but felt like I was living a little TOO close to the notion of check to check…. [My Money Coach] has held me accountable and has been EXTREMELY kind about it.... He's the best. I look forward to our calls because he helps me think about all of my financial actions and reminds me to not be so hard on myself. I needed someone who was unbiased and fair, and that's [my Money Coach]. He's truly my Financial Therapist. Everyone should have a [Money Coach].“

Tremendously empowering

“I called MSA because I needed help figuring out how to find the holes in my monthly spending and get rid of my credit card debt…. [My Money Coach] did a few amazing things. The first is that he explained, early on, that there was no reason I should not be able to reach my goal. This was tremendously empowering and humbling simultaneously. He then calculated what I would need to do to get there and made really helpful suggestions about how to make strides in other areas.“

Pay off your credit cards

"I've been working with my Money Coach to help me build savings and reduce and eliminate debt…. As soon as I get extra money (i.e. reimbursement from claims, bonus, child support, etc.), I ask [my Coach] what to do with it. Her approach is excellent. She shows me how to make that money work best for me…. [S]ince working with [my Coach], I've paid off three credit cards, and I'm working on my fourth one right now. You guys are doing a great job."