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 is committed to helping you.

“With the unbelievable support of my 3 kids, and the guidance, [suggestions], patience and commitment of [my Money Coach,] I am now on a budget, have savings and feel in control! Thanks! [My Coach] was committed, understanding, patient, knowledgeable, and available when I needed her, prompt returning phone calls, always on top of my situation and kind!”

Couples become a team for their financial future.

“[Our Money Coach] had a unique ability to answer both of our questions while bringing them back to the main goal of the call. This skill not only aligned my wife and I around our finances, but set us up as a team for our financial future. Since our call, I am glad to report that my wife and I are applying the bi-weekly check-ins on our finances and are on path to achieve our financial goals. In addition, we have turned a sensitive topic into a positive topic.”

Improve your financial stability

“Our [Money Coach] REALLY helped us out with reviewing our credit report with us, and he helped us understand what it contained. He helped us start saving and paying off our debt. In the beginning of our sessions our financial stability was a 2.5…. At our last session with [our Coach], we reviewed our financial stability again, and we were at 7.5!!! That was really surprising and an overall great feeling for me and my husband.“

Proactively get ahead financially

“My husband and I needed help from a third party to get our financial situation evaluated and [get] a plan developed to address debt and plan for a comfortable future. We came from two different financial knowledge bases and personal relationships with money. We have a collection of mortgage, college, and credit card debt that felt like it was getting the best of us. Our Money Coach has given us perfect tools to educate us on how we can change our outlook and proactively get ahead financially.“