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.

He excels in customer service!

“[My Money Coach] helped me devise a budget and made other recommendations, including debt management.... [My Money Coach] is amazing! He rocks! His attitude is always positive and contagious. He excels in customer service. He always went above and beyond to find ways to help me and educate me in money matters.”

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.“

Take a proactive step in financial management

“I am in extreme debt, and my finances became unmanageable. I grew tired of living paycheck to paycheck…. [My Money Coach] is always positive, which is super helpful since I can define myself as a walking ball of stress, especially when it comes to my finances. His worksheets and recommendations (videos, webinars, etc.) are extremely helpful. I feel like I'm taking a proactive step in financial management, and that there is a light at the end of the tunnel.”

Your Coach will adjust to your level of understanding

“[My Money Coach] was thoughtful about responses to my question, flexible in addressing a wide range of topics, and willing to research and reach out to colleagues to collect additional information to help dive deeper into my inquiries. [My Money Coach] also kept the discussions interesting and entertaining.... He also adjusted his feedback based on the level of understanding I already had about the topics.”