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.

BUDGET LIKE A BOSS

Link an account and create a budget with MSA Wallet 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.

He has been a godsend.

"[Our Money Coach] is ALWAYS so positive, and we always end our conversations with a positive outlook. We could not have accomplished or gone through the past few years without his help and guidance. He has been a godsend. HE IS THE BEST!!!"

It's like a big brother guiding you in the right direction.

“I would like to thank you for all the great [suggestions], tools, and support on my financial situation. I am in a better situation now than before I joined in. I have learned a lot, and also, I will keep the things I learned from you in my daily financial activities. It was really nice speaking with you. I felt like I had a big brother guiding me in the right financial direction…. You are helping people like me to have a better understanding of finance in their life.”

[Our Money Coach] was the perfect match for us.

“My wife and I are currently in the market to buy a house…. We have $150K saved, which is a good amount for a down payment, but needed to review spending and savings options to speed up the pace of saving…. We also needed someone who is well versed in the real estate and mortgage market to help us understand how much we should look to save, and how we should be evaluating the investment - short term or long term. [Our Money Coach] was the perfect match for us.”

Get quick results

“I will save about $700 per month in my budget thanks to [my Money Coach]. At our last consultation, [he] ran the numbers and showed me how I can be credit card debt free…. [He] is upbeat, very professional, knowledgeable and never judgmental. I no longer feel uncomfortable or embarrassed at showing [him] the financial mess I have created…. I am seeing quick results because of [my Coach] and look forward to our next consultation. I feel very blessed to have [him] in my camp!“