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.

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.”

Stay on track

“[Our Money Coach] is helping us to change our financial situation from a very negative place to a better place. He has guided us to file bankruptcy, attempt loan modification, and cut out many major unnecessary expenses. He has helped us to formulate a budget and help us try to keep on track. [Our Money Coach] is helpful and has a very reasonable approach. He helps us make sense of this mess and gives us hope for a much better financial future.”

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.”

MSA gives you a starting place.

“[MSA] made me less anxious about my poor financial planning and made it easier for me to approach the budget and expense trackers. By giving me concrete ways to get a handle on the current expenses, it helped my emotional turmoil and helped me focus on ways to improve the situation. [My Money Coach] is available on off hours which makes it easy to meet with him. He gives good pointers on reducing expenses, managing the expense tracker and controlling my habits.”