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.

Improve your financial situation

“I appreciated the help [my Money Coach] gave to reinforce my family's current situation, and the discussion and guidance on where we want to be over the next five, ten, twenty and more distant years. [My Money Coach] was very patient while I worked through both the budget and information documents, and how I presented my own financial information spreadsheets to discuss my plan. And he helped me with areas to consider and evaluate, improving my financial planning situation.”

So many great features

"I am very well pleased…. The upgrade has made for very easy navigation and to get in contact with our coaches as well as the many new platforms….. ID monitoring on our credit reports has made me more at ease with knowing that an alert will be sent to me if someone does try to steal my identity. Love the fact that there are legal forms, webinars, tax preparations with discounts, etc. I can tell you this, I will continue using your services from now on well into the future."

The monthly meetings have been advantageous to our financial health

“By utilizing the service, my wife and I have been able to…keep all of our bills under control, create savings and open IRAs. I also obtained a much better position at a higher salary, and instead of what I used to do which was spend more, we now keep within a specific budget. The advantage is that we now have money in the bank, and we feel like we have control of our finances. We will keep utilizing MSA and [our Coach] as the monthly meetings have been advantageous to our financial health.”

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.“