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.

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.“

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.“

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…”

Learn how to make the most of what's available

“[My Money Coach] is wonderful and very helpful. She has given me some good [suggestions] on debit card usage, handling creditors, managing my credit report, and taking advantage of all the tools at my disposal.”