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.

The right financial direction

“About the financial coaching program, I would like to thank you for all the great [suggestions], tools, and support on my financial situation. I am in a better situation now than before I joined in. I have learned a lot…. It was really nice speaking with you. I felt like I had a big brother guiding me in the right financial direction. I would advise to keep doing what you are doing, because you are helping people like me to have a better understanding of finance in their life.”

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.“

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!)“

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.”