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.

QUESTIONS?
Get answers to our most frequently
asked questions. Visit FAQs

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.

I look forward to our conversations.

“I have been horrible about keeping up with a budget, and my finances have been stressful. [My Money Coach] has helped me truly monitor and analyze my spending and think about money long term and not month to month. [My Money Coach] has been great holding me accountable. I love that he can relate to me as far as being married and trying to get my spouse on board with being more financially responsible. I look forward to our conversations.”

The right financial direction

“About the financial coaching program, 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…. It was really nice speaking with you. I felt like I had a big brother guiding me in the right financial direction. I would advise to keep doing what you are doing, because you are helping people like me to have a better understanding of finance in their life.”

I feel more empowered.

“I am recently separated from my husband, so I was initially very concerned about being financially able to take care of my needs. By talking through things with [my Money Coach], I realize that I can eventually survive on my own income…. I feel more empowered, and I better understand my rights to ask for what I need from him and how to better prepare for the inevitable (divorce filing). I now understand that I do have options and can work through this situation without fear or feeling alone.“

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!)“