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.

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.“

Accountability and expertise

“[Our Money Coach] helped us feel a lot better about where we are now and about our future. Knowing that I had someone to talk to who could see the big picture, tell me how it was (in a kind way), was so helpful to me. Also, knowing that I had to ‘answer to’ someone on a regular basis made me focus on what was happening and to do something about it.”

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.“

Get the ball rolling

"I was knowledgeable in what I had to do but didn't know how to go about it. MSA gave me all the resources and support I needed to make those final decisions and get the ball rolling."