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.

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.”

Make the most of a small income

“I've made a lot of progress and I wanted to share that with you, you really made a difference in my budget…. Things are really smoothing out for me and honestly, it doesn't seem possible that I'm keeping up with both mortgages let alone everything else, but I really am. What you taught me about budgeting with the help of spreadsheets is really going to make my small income go so much further.“

Your Coach is committed to helping you.

“With the unbelievable support of my 3 kids, and the guidance, [suggestions], patience and commitment of [my Money Coach,] I am now on a budget, have savings and feel in control! Thanks! [My Coach] was committed, understanding, patient, knowledgeable, and available when I needed her, prompt returning phone calls, always on top of my situation and kind!”

Everyone should have a Money Coach.

“I make a decent living but felt like I was living a little TOO close to the notion of check to check…. [My Money Coach] has held me accountable and has been EXTREMELY kind about it.... He's the best. I look forward to our calls because he helps me think about all of my financial actions and reminds me to not be so hard on myself. I needed someone who was unbiased and fair, and that's [my Money Coach]. He's truly my Financial Therapist. Everyone should have a [Money Coach].“