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.

Become stronger as individuals and as a couple

“[Our Money Coach] has given us confidence and support as we work through the steps, and has been a trusted and genuine guide as my husband and I learn these things together. [She] is like the boss, Mom, friend, favorite teacher you always wanted. Knowledgeable and accessible, friendly and realistic, respectful and just plain so wonderful…. [She] has given us tools and ideas/input that have made us stronger as individuals and as a couple.“

MSA is the best company benefit I have

“I had no plan for retirement, emergency funds, life insurance, and had no college savings plan for my 2 year old daughter. [My Money Coach] helped me find a municipal bond fund to invest my emergency funds. He got me to contribute the appropriate amount into my 401K. He also helped me set up a college savings account for my daughter [and] a life insurance policy for my family. He also helped me with [coaching] on mortgage loans. I feel that MSA is the best company benefit I have.”

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.“

Get quick results

“I will save about $700 per month in my budget thanks to [my Money Coach]. At our last consultation, [he] ran the numbers and showed me how I can be credit card debt free…. [He] is upbeat, very professional, knowledgeable and never judgmental. I no longer feel uncomfortable or embarrassed at showing [him] the financial mess I have created…. I am seeing quick results because of [my Coach] and look forward to our next consultation. I feel very blessed to have [him] in my camp!“