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.

All you need to know about long-term planning

“My primary focus was longer term retirement planning. This included a large variety of retirement topics, including health care costs, long-term care and life insurance, investing to beat inflation, creating an income stream from savings, maximizing social security benefits, and several others. As this list indicates, we had a number of sessions and covered every topic I had in detail. I came away with a better understanding of options/preferences and an improved game plan.”

MSA Coaches truly care about you.

“I feel that [my Money Coach] truly cares about me and the people that she helps. That is a wonderful quality that she has. As a result of [my Coach’s] help, my stress due to finances has reduced greatly. I feel more in control of my financial situation now.“

We'll show you what's missing.

“[My Money Coach] provided expertise on creating a realistic budget (and I emphasize "realistic" because the budget I had drawn up prior was missing some important expenses!)“

Helping you through a divorce

"I was not sure my marriage was going to work, so I called MSA. My financial coach answered questions and helped me focus on what was most important in order for me to be able to be on my own, if there was going to be a divorce."