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.

My Coach decreased my financial stress.

“Spending previously happened without budgeting and got out of control.... My Coach decreased my financial stress level over the past few months by listening, systematic assessment, and providing effective tools for budgeting and tracking my spending. My Financial Coach is 'Right on the Money' with his plan for my financial recovery....”

I now enjoy analyzing my finances.

“I needed budgeting help because my expenses exceeded my income. I had no savings and was worried…. [My Money Coach] taught me to account for my money…. I now have several thousand dollars in savings in case of an emergency…. I am in my second year of the program, and I am using what I learned. [He] is reliable about our appointments and very professional. I now enjoy analyzing my finances whereas before I was afraid to look at it.”

Have a financially stable family

“Dealing with all of this debt and having a chapter 7 bankruptcy dismissed, I was really stressed out. Now, with the plan [my Money Coach] has taught me, I feel challenged to exceed the expectations and look forward to the day when all of this is behind us, we will be set to move forward and have a financially stable family. We have negotiated a $4,600 credit card down to $1,500 and are a week away from settling $16,800 down to $5,600…. Thanks! [My Money Coach] changed my life.“

Gain a sense of power and possibility with your money

“[My Money Coach] is multi-talented, and I felt safe to be completely open and honest with her…. I feel a clarity with my financial situation that I didn't have before working with [my Money Coach]. And a sense of power and possibility with money…. My experience working with [my Coach] was extraordinary in all ways. Thank you for this wonderful MSA experience!“