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.

Create a livable spending plan

"I have considerable credit card debt. My coach has been very instrumental in getting me on a livable spending plan where I am scheduled to pay off my second credit card in March 2015. That leaves only three additional cards. For the first time in a while, I see a light at the end of the tunnel. I am so grateful for her guidance!!!"

Thank God for MSA

"My life changed because through your resources there was hope for my husband and I on our financial situation, and we did not lose our home. Your referrals to lawyers, links (like HARP), and other programs helped us to contact them and gain very helpful information. It definitely has been a very difficult two years, and the last one was the roughest. Thank God for MSA and your programs; we are getting the help we need in such areas as a budget, taxes, and financial coaching."

Feel at ease and accomplished

“Before MSA, I did not have a plan for anything money related - no budget, no goals, no direction. To be honest, I was embarrassed. However, after speaking to and working with my coach, she first made me feel at ease. She then set a clear path for me to establish goals that fit my lifestyle. I did not feel judged. I felt like I had accomplished an important first step.... For the first time, I had financial accomplishments, and looked forward to saving.”

Very patient and understanding

“I am upside down with a first and second mortgage. Both mortgages were going to increase, and I have credit card debt that I was diligently paying; however, the harder I tried the more the banks were increasing my interest rates. I felt like I was drowning. I was not going to be able to handle the increases, so I came to [MSA] for help…. [My Money Coach] has been very patient and understanding. I think the greatest part was someone validating that I was/am doing everything I can correctly.”