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.

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.”

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.“

Create a livable spending plan

"I have considerable credit card debt. My coach has been very instrumental in getting me on a livable spending plan where I am scheduled to pay off my second credit card in March 2015. That leaves only three additional cards. For the first time in a while, I see a light at the end of the tunnel. I am so grateful for her guidance!!!"

Accountability and expertise

“[Our Money Coach] helped us feel a lot better about where we are now and about our future. Knowing that I had someone to talk to who could see the big picture, tell me how it was (in a kind way), was so helpful to me. Also, knowing that I had to ‘answer to’ someone on a regular basis made me focus on what was happening and to do something about it.”