Invest in yourself

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.

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.

Couples become a team for their financial future.

“[Our Money Coach] had a unique ability to answer both of our questions while bringing them back to the main goal of the call. This skill not only aligned my wife and I around our finances, but set us up as a team for our financial future. Since our call, I am glad to report that my wife and I are applying the bi-weekly check-ins on our finances and are on path to achieve our financial goals. In addition, we have turned a sensitive topic into a positive topic.”

Make the most of a small income

“I've made a lot of progress and I wanted to share that with you, you really made a difference in my budget…. Things are really smoothing out for me and honestly, it doesn't seem possible that I'm keeping up with both mortgages let alone everything else, but I really am. What you taught me about budgeting with the help of spreadsheets is really going to make my small income go so much further.“

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.”

Break the cycle

“I was in a financial hole. 10K every year over budget. [My Money Coach] has given me the tools to break the cycle.“