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.

It's do-able.

“Thank you so much for all your help. Y'all are making this scary journey seem 'do-able'!“

Pay off your credit cards

"I've been working with my Money Coach to help me build savings and reduce and eliminate debt…. As soon as I get extra money (i.e. reimbursement from claims, bonus, child support, etc.), I ask [my Coach] what to do with it. Her approach is excellent. She shows me how to make that money work best for me…. [S]ince working with [my Coach], I've paid off three credit cards, and I'm working on my fourth one right now. You guys are doing a great job."

Break the cycle

“I was in a financial hole. 10K every year over budget. [My Money Coach] has given me the tools to break the cycle.“

Stay on track

“[Our Money Coach] is helping us to change our financial situation from a very negative place to a better place. He has guided us to file bankruptcy, attempt loan modification, and cut out many major unnecessary expenses. He has helped us to formulate a budget and help us try to keep on track. [Our Money Coach] is helpful and has a very reasonable approach. He helps us make sense of this mess and gives us hope for a much better financial future.”