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.

Break the cycle

“I was in a financial hole. 10K every year over budget. [My Money Coach] has given me the tools to break the cycle.“

I feel totally in control of my money and spending.

“I needed a plan to pay off about 40k in debt, drastically reduce my financial stress and gain control of my finances. Beginning with an MSA webinar, I was able to create an effective and practical snowball payment plan. I feel confident I can now pay my debt off in about 3 years; I am budgeted for my real expenses and have a $1,000 emergency fund. I feel totally in control of my money and spending…”

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....”

MSA can help you get through major life changes.

“[My Money Coach] was really helpful – mostly in that he was able to instill confidence and sensibility. I feel a lot less stressed about money, and I was able to get through some really major life changes that had intense financial repercussions with his help. Thanks!!!"