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.

My stress level has decreased.

“I can actually say my stress level has decreased, and now I am more proactive with my finances and not in panic attack mode.... My Money Coach is awesome, and it is important that he makes me feel empowered. I feel like I have a trusted friend that is helping me through something, and the results are great.... thanks bunches!!!!!”

New Life

“The tools provided made it easy for me to get a realistic picture of how I got into this mess, and options to get out of it. MSA has given me my life back...”

Learn what's going wrong and how to fix it

“Prior to being with MSA, I spent money with no real idea of following a budget or tracking my spending. I always seemed to be struggling to make ends meet and really couldn't understand exactly what I was doing wrong. My financial coach and MSA helped me create a usable and workable budget. (It might not sound like that big of a deal, but it is!) ….Now that I am aware of it, I am spending less, and working towards my goals to be more financially secure.“

Feel less anxious

“I was feeling very anxious about where my money would come from to pay my bills because I had no control of my budget. My coach has provided guidance and documents that help me track my spending, allowing me to see where I can cut back and how much I can save. I feel less anxious now.”