Invest in yourself

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.

Rewards

BOOST FINANCIAL IQ

Attend any on-site class, live webinar or forum 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.

Get quick results

“I will save about $700 per month in my budget thanks to [my Money Coach]. At our last consultation, [he] ran the numbers and showed me how I can be credit card debt free…. [He] is upbeat, very professional, knowledgeable and never judgmental. I no longer feel uncomfortable or embarrassed at showing [him] the financial mess I have created…. I am seeing quick results because of [my Coach] and look forward to our next consultation. I feel very blessed to have [him] in my camp!“

Make the most of a small income

“I've made a lot of progress and I wanted to share that with you, you really made a difference in my budget…. Things are really smoothing out for me and honestly, it doesn't seem possible that I'm keeping up with both mortgages let alone everything else, but I really am. What you taught me about budgeting with the help of spreadsheets is really going to make my small income go so much further.“

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].“

He is keeping me focused on thinking about money and how to improve my financial situation.

“[My Money Coach] helped guide me with the purchase of a new home and has taught me how to get into the habit of budgeting…. how to lower cable and insurance bills and has given me tips on how to save on groceries. Overall, this... will save me hundreds of dollars. [He] is a great motivator and listener. I have felt very supported throughout the process of purchasing a home and now budgeting. He is keeping me focused on thinking about money and how to improve my financial situation.”