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.

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.”

He has been a godsend.

"[Our Money Coach] is ALWAYS so positive, and we always end our conversations with a positive outlook. We could not have accomplished or gone through the past few years without his help and guidance. He has been a godsend. HE IS THE BEST!!!"

Become stronger as individuals and as a couple

“[Our Money Coach] has given us confidence and support as we work through the steps, and has been a trusted and genuine guide as my husband and I learn these things together. [She] is like the boss, Mom, friend, favorite teacher you always wanted. Knowledgeable and accessible, friendly and realistic, respectful and just plain so wonderful…. [She] has given us tools and ideas/input that have made us stronger as individuals and as a couple.“

Your very own team to help you through anything

“As overwhelming and daunting as all this seems, I appreciate the time you took with me today, and I am committed to being my best ‘me’ financially. I have already...downloaded the documents you sent me, and downloading my credit reports now…. Those will be scary to look at - lol. This is going to be hard to face, but I can’t tell you how much I appreciate knowing that you and the team are there to help me through it.”