1 / 7

My Secure Advantage (MSA) Financial Wellness Program

My Secure Advantage (MSA) Financial Wellness Program. What is Financial Wellness?.

ellery
Download Presentation

My Secure Advantage (MSA) Financial Wellness Program

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. My Secure Advantage (MSA) Financial Wellness Program

  2. What is Financial Wellness? Financial wellness could be equated to “peace of mind” with respect to personal finances. The transition from financial stress to financial peace of mind typically requires the development of a plan that addresses the following: • 1) Budgeting and Saving • 2) Debt Management • 3) Credit Repair • 4) Retirement Planning

  3. Personal Finances: The Cold Hard Truth The Negatives: • Financial problems are #1 cause of stress • Financial stress is #1 cause of divorce • Stress has huge negative impact on job performance and physical health The Positive: • Properly managed finances offer peace of mind and a way of achieving your goals … But You Need A Plan!

  4. What Kind of a Plan? • A personalized Action Plan developed with a Money Coach • It all starts with a financial assessment: • Your most pressing concerns • Your most passionate goals • Your willingness to take action

  5. So….What About Confidentiality? Your consultations with a Money Coach are 100% confidential! We don’t share consultation information with The Coast Guard. We don’t share or sell your personal data to any third party. MSA Website Your personal encrypted web page is a collaboration tool with your Money Coach which is secure and only accessible via username and password

  6. About My Secure Advantage Helping tens of thousands of people improve their finances since 1986. Your MSA Financial Wellness Program has 3 components: Assessment – your starting point Coaching – Working one-on-one with a Money Coach Education – Classes and Webinars

  7. How Do I Start? If you are not already working with an MSA Money Coach, Coast Guard has provided 90 Days FREE access to the MSA financial coaching program. To activate your employer paid benefit, please complete the onsite Activation Form Or pick up the phone and give us a call toll free! 1-855 CGSUPRT (247-8778)

More Related