My Secure Advantage®

Financial Planning and Analysis

• Conduct 30-minute one-on-one virtual coaching sessions with members
• Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying
• Provide unbiased education
• Tailor each session to the member's goals, situation, and starting point
• Briefly document topics covered after each session
• Maintain member confidentiality at all times

PT Financial Coach – Contractor