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.

Your very own team to help you through anything

“As overwhelming and daunting as all this seems, I appreciate the time you took with me today, and I am committed to being my best ‘me’ financially. I have already...downloaded the documents you sent me, and downloading my credit reports now…. Those will be scary to look at - lol. This is going to be hard to face, but I can’t tell you how much I appreciate knowing that you and the team are there to help me through it.”

He is keeping me focused on thinking about money and how to improve my financial situation.

“[My Money Coach] helped guide me with the purchase of a new home and has taught me how to get into the habit of budgeting…. how to lower cable and insurance bills and has given me tips on how to save on groceries. Overall, this... will save me hundreds of dollars. [He] is a great motivator and listener. I have felt very supported throughout the process of purchasing a home and now budgeting. He is keeping me focused on thinking about money and how to improve my financial situation.”

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.”

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.“