Invest in yourself

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.

There are no judgments here - I'm here to help you“

“[My Money Coach’s] best comment to me was 'there are no judgments here – I'm here to help you.' Those words are so appreciated. I feel very comfortable working with [him]. He continues to be my rah-rah team and is a constant support. I am successful because of his guidance and confidence in me.”

Get back in charge

“You have been an absolute God send. You’re an 'angel on my shoulder', and the tools and encouragement you’ve given me have put me back in charge of my finances.“

I now enjoy analyzing my finances.

“I needed budgeting help because my expenses exceeded my income. I had no savings and was worried…. [My Money Coach] taught me to account for my money…. I now have several thousand dollars in savings in case of an emergency…. I am in my second year of the program, and I am using what I learned. [He] is reliable about our appointments and very professional. I now enjoy analyzing my finances whereas before I was afraid to look at it.”

My life is so much better...

"Since working with CLC & MSA, my life is so much better knowing there is a company out there that cares and their employees care as well."