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!“

Proactively get ahead financially

“My husband and I needed help from a third party to get our financial situation evaluated and [get] a plan developed to address debt and plan for a comfortable future. We came from two different financial knowledge bases and personal relationships with money. We have a collection of mortgage, college, and credit card debt that felt like it was getting the best of us. Our Money Coach has given us perfect tools to educate us on how we can change our outlook and proactively get ahead financially.“

MSA gives you a starting place.

“[MSA] made me less anxious about my poor financial planning and made it easier for me to approach the budget and expense trackers. By giving me concrete ways to get a handle on the current expenses, it helped my emotional turmoil and helped me focus on ways to improve the situation. [My Money Coach] is available on off hours which makes it easy to meet with him. He gives good pointers on reducing expenses, managing the expense tracker and controlling my habits.”

Improve your financial stability

“Our [Money Coach] REALLY helped us out with reviewing our credit report with us, and he helped us understand what it contained. He helped us start saving and paying off our debt. In the beginning of our sessions our financial stability was a 2.5…. At our last session with [our Coach], we reviewed our financial stability again, and we were at 7.5!!! That was really surprising and an overall great feeling for me and my husband.“