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.

Have a financially stable family

“Dealing with all of this debt and having a chapter 7 bankruptcy dismissed, I was really stressed out. Now, with the plan [my Money Coach] has taught me, I feel challenged to exceed the expectations and look forward to the day when all of this is behind us, we will be set to move forward and have a financially stable family. We have negotiated a $4,600 credit card down to $1,500 and are a week away from settling $16,800 down to $5,600…. Thanks! [My Money Coach] changed my life.“

Create a livable spending plan

"I have considerable credit card debt. My coach has been very instrumental in getting me on a livable spending plan where I am scheduled to pay off my second credit card in March 2015. That leaves only three additional cards. For the first time in a while, I see a light at the end of the tunnel. I am so grateful for her guidance!!!"

Help you can depend on

"[Our Money Coach] has helped us to start understanding how to live within our reduced income after my husband retires. She has provided insight into reducing debt. I really depend on her help."

Like family

“[Our Money Coach] always laughed with us on our calls and made us feel like family and not just another client.“