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.

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.”

His approach is exactly what I needed!

“My coach rocks. He is easy to talk with and does not judge. His approach is exactly what I needed and had been looking for because I could not talk to anyone else and didn't know where to begin. He is considerate, thoughtful, knowledgeable and encouraging. I've really come to depend on his counsel, and I appreciate being able to work with him -- so much. Thank you.“

Feel less anxious

“I was feeling very anxious about where my money would come from to pay my bills because I had no control of my budget. My coach has provided guidance and documents that help me track my spending, allowing me to see where I can cut back and how much I can save. I feel less anxious now.”

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."