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.

Your Coach will adjust to your level of understanding

“[My Money Coach] was thoughtful about responses to my question, flexible in addressing a wide range of topics, and willing to research and reach out to colleagues to collect additional information to help dive deeper into my inquiries. [My Money Coach] also kept the discussions interesting and entertaining.... He also adjusted his feedback based on the level of understanding I already had about the topics.”

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.”

I now feel like I can successfully support myself.

“[G]oing into this I was worried that the person I was working with would talk down to me, but that was not the case at all. I always knew that after my calls with [my Money Coach] any questions I had would be answered, and I would feel hopeful about my situation. [My Money Coach] is fantastic, and with his help, I now feel like I can successfully support myself and be financially successful in my life.”

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.”