How It Works

Step 1: Get Access

Click “register” above. Once you’ve signed up, you'll get a welcome email with instructions on how to gain access to your account. Alternatively you may call 888-724-2262 and we can help get you started.

Step 2: Schedule an Appointment

Schedule your first appointment with a Money Coach online or call 888-724-2262.

Step 3: Talk to a Money Coach

Speak with a Money Coach about your financial goals and concerns, take a financial wellness survey, create an action plan to achieve your goals and plan for the long term.

Step 4: Achieve

Enhance your financial future by taking advantage of My Secure Advantage and working with a Money Coach, using online tools, and sticking to your personal action plan.

QUESTIONS?
Get answers to our most frequently
asked questions. Visit FAQs

Rewards

BOOST FINANCIAL IQ

Attend any on-site class, live webinar or forum for entry into a monthly drawing for a $50 gift card.

BUDGET LIKE A BOSS

Link an account and create a budget with MSA Wallet for entry into a monthly drawing for a $50 gift card.

IMPROVE FINANCIAL WELLNESS SCORE

Retake your financial wellness survey during your 3rd money coaching call for entry into a monthly drawing for $100.

MSA Coaches truly care about you.

“I feel that [my Money Coach] truly cares about me and the people that she helps. That is a wonderful quality that she has. As a result of [my Coach’s] help, my stress due to finances has reduced greatly. I feel more in control of my financial situation now.“

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.”

A very valuable service

“I have been working with My Secure Advantage for nearly 4 months now, and it has been a very valuable service. I have learned the most efficient manner to pay off my credit cards, the components that make up my credit score and even got some tax help that may save me from owing on my federal taxes.”

His approach is exactly what I needed!

“My coach rocks. He is easy to talk with and does not judge. His approach is exactly what I needed and had been looking for because I could not talk to anyone else and didn't know where to begin. He is considerate, thoughtful, knowledgeable and encouraging. I've really come to depend on his counsel, and I appreciate being able to work with him -- so much. Thank you.“