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.

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].“

MSA is the best company benefit I have

“I had no plan for retirement, emergency funds, life insurance, and had no college savings plan for my 2 year old daughter. [My Money Coach] helped me find a municipal bond fund to invest my emergency funds. He got me to contribute the appropriate amount into my 401K. He also helped me set up a college savings account for my daughter [and] a life insurance policy for my family. He also helped me with [coaching] on mortgage loans. I feel that MSA is the best company benefit I have.”

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.”

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.”