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.

I feel more empowered.

“I am recently separated from my husband, so I was initially very concerned about being financially able to take care of my needs. By talking through things with [my Money Coach], I realize that I can eventually survive on my own income…. I feel more empowered, and I better understand my rights to ask for what I need from him and how to better prepare for the inevitable (divorce filing). I now understand that I do have options and can work through this situation without fear or feeling alone.“

My life is so much better...

"Since working with CLC & MSA, my life is so much better knowing there is a company out there that cares and their employees care as well."

Improve your financial stability

“Our [Money Coach] REALLY helped us out with reviewing our credit report with us, and he helped us understand what it contained. He helped us start saving and paying off our debt. In the beginning of our sessions our financial stability was a 2.5…. At our last session with [our Coach], we reviewed our financial stability again, and we were at 7.5!!! That was really surprising and an overall great feeling for me and my husband.“

Tremendously empowering

“I called MSA because I needed help figuring out how to find the holes in my monthly spending and get rid of my credit card debt…. [My Money Coach] did a few amazing things. The first is that he explained, early on, that there was no reason I should not be able to reach my goal. This was tremendously empowering and humbling simultaneously. He then calculated what I would need to do to get there and made really helpful suggestions about how to make strides in other areas.“