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.

He has been a godsend.

"[Our Money Coach] is ALWAYS so positive, and we always end our conversations with a positive outlook. We could not have accomplished or gone through the past few years without his help and guidance. He has been a godsend. HE IS THE BEST!!!"

We'll show you what's missing.

“[My Money Coach] provided expertise on creating a realistic budget (and I emphasize "realistic" because the budget I had drawn up prior was missing some important expenses!)“

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.“

Get back in charge

“You have been an absolute God send. You’re an 'angel on my shoulder', and the tools and encouragement you’ve given me have put me back in charge of my finances.“