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.

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.”

MSA can help you get through major life changes.

“[My Money Coach] was really helpful – mostly in that he was able to instill confidence and sensibility. I feel a lot less stressed about money, and I was able to get through some really major life changes that had intense financial repercussions with his help. Thanks!!!"

Stop losing sleep because of your finances

“I made the original call when my mortgage increased and would have given me $3 leftover. I had maxed out my credit cards and was not able to sleep. Barbara calmly worked me through the worksheet (very helpful!) and provided tips.... Barbara has the exactly right temperament for me for managing through what felt like a crisis. She is gentle yet stern, asks the right questions, provided tips - some were common sense (but I wasn't acting on them), very knowledgeable, and always on time.”

I feel totally in control of my money and spending.

“I needed a plan to pay off about 40k in debt, drastically reduce my financial stress and gain control of my finances. Beginning with an MSA webinar, I was able to create an effective and practical snowball payment plan. I feel confident I can now pay my debt off in about 3 years; I am budgeted for my real expenses and have a $1,000 emergency fund. I feel totally in control of my money and spending…”