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 888-724-2326 and we can help get you started.

Step 2: Schedule an Appointment

Schedule your first appointment with a Money Coach online or call 888-724-2326.

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.

GET YOUR ACTION PLAN

Complete our online assessment 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.“

Pay off your credit cards

"I've been working with my Money Coach to help me build savings and reduce and eliminate debt…. As soon as I get extra money (i.e. reimbursement from claims, bonus, child support, etc.), I ask [my Coach] what to do with it. Her approach is excellent. She shows me how to make that money work best for me…. [S]ince working with [my Coach], I've paid off three credit cards, and I'm working on my fourth one right now. You guys are doing a great job."

Learn how to make the most of what's available

“[My Money Coach] is wonderful and very helpful. She has given me some good [suggestions] on debit card usage, handling creditors, managing my credit report, and taking advantage of all the tools at my disposal.”

Your Coach is committed to helping you.

“With the unbelievable support of my 3 kids, and the guidance, [suggestions], patience and commitment of [my Money Coach,] I am now on a budget, have savings and feel in control! Thanks! [My Coach] was committed, understanding, patient, knowledgeable, and available when I needed her, prompt returning phone calls, always on top of my situation and kind!”