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.“

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.”

The monthly meetings have been advantageous to our financial health

“By utilizing the service, my wife and I have been able to…keep all of our bills under control, create savings and open IRAs. I also obtained a much better position at a higher salary, and instead of what I used to do which was spend more, we now keep within a specific budget. The advantage is that we now have money in the bank, and we feel like we have control of our finances. We will keep utilizing MSA and [our Coach] as the monthly meetings have been advantageous to our financial health.”

FREEDOM from burdens

“When I first started MSA, my financial situation was bad.... My coach gave me the guidance, [suggestions], tools and skills to make my life less stressful and instill confidence in me. Now that I'm with MSA, it has given me the ability to achieve anything I want/need conscientiously and with purpose, knowing that I can afford to live life with all the given tools and data, and go about doing so is FREEDOM from burdens.”