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Financial stability and confidence for all.

We combine empathetic coaching with world-class technology to help people achieve financial stability and confidence—without sales pressure. By partnering with employers, YML makes healthy money habits accessible, equitable, and impactful for all.

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Together, we're redefining what financial support looks like.

419,450+

Households impacted

9,350+

Hours of financial coaching

2,660+

5 star reviews from users

Our history

2005

Advanced Planning Solutions was incorporated

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2012

Pete traded in his investment practice to move full-time into helping people improve their financial wellness.

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2017

Your Money Line was born

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2022

Your Money Line raises $2.825 million Seed round

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2024

Your Money Line raises $4.5 million Series A

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Spring 2025

Your Money Line Launches mobile app

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Summer 2025

Named Inc. 5000 Fastest Growing Private Companies in America and IBJ Fast 25 recipient

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FOUNDER & CEO

Meet Pete.

Built on 20+ years of financial coaching, Your Money Line was founded by Peter Dunn, affectionately known as Pete the Planner®. Pete has spent years watching people do “all the right things” and still feel stuck, stressed, or ashamed about money. The problem wasn’t effort or intelligence—it was access. Traditional financial advice was built for people who already had wealth, not for those trying to build it. That belief still drives his work today: empathy, not fear, is what actually changes behavior.

Pete is an award-winning financial expert, USA TODAY columnist, and author of 10 books. He hosts “The Pete the Planner Show” and is a regular voice on TV and nationally syndicated radio.

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How we work

Lead with empathy

From our shame-free coaching to how we treat each other at work, we don’t judge others; we listen to them.

Own the outcome

We don’t play the blame game. We play the build-better game — because owning the outcome is how progress actually happens.

Grow with courage

Growth takes guts. We lean into the uncomfortable stuff like learning, experimenting, and finding out what we’re really capable of.

Good vibes are always in the budget

Sure, not every day’s a win, but the vibe? That’s always up to us. Around here, we invest heavily in kindness and humor.

Move fast, together

We move with urgency and intention, knowing speed means nothing without each other.

Trusted by employees. Chosen by employers. Recognized by the industry.

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The team

Behind every coaching session, feature launch, and support ticket is a real human at YML who cares deeply about changing financial lives.

Our financial guides are Accredited Financial Counselors and CFP® practitioners. Our engineers obsess over usability. Our client success team measures success in reduced stress—not just metrics.

OUR EXECUTIVE TEAM

Hover to see a glimpse into each person’s financial world, from quirks and goals to the advice they’d give themselves along the way.

Peter Dunn

CEO & Founder

Molly Fohrer

Chief Operating Officer

Brad Kime

Head of Sales
I insist on paying my mortgage in person, each month.

Peter Dunn

CEO & Founder
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Molly Fohrer

Chief Operating Officer
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Brad Kime

Head of Sales
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OUR FULL TEAM
I have way too many $2 bills because I can't bring myself to spend them.

Damian Dunn

Principal Financial Guide
Stop the comparison game. Build your financial life around your goals, not someone else’s lifestyle.

Chad Meadows

Senior Account Executive
Remember you don't have to do it all at once. It's about sustainable financial progress.

Kristen Ahlenius

Director of Education & Advice
I prefer to use a debit card for most of my regular expenses instead of a credit card.

Olivia Zerr

Director of Operations
I only go to Starbucks when I have a gift card!

Jayne Larson

Senior Financial Guide
Don't save yourself broke. Even items on sale cost money.

GiGi West

Client Success Team Lead

Leah Rekis

Senior Client Success Manager
We are currently working to pay off both of our cars and save for a trip to Europe!

Candace Luebbehusen

Director of Marketing

Jeremy Carper

Senior Account Executive
I'm currently saving for a down payment on a house.

Alicia Lawrence

Financial Guide
If you're unsure about how something works, ask; don't assume it works like something else you already know.

Jacob Smith

Staff Software Engineer

Maria Otteson

Product Manager
I am working towards becoming well-versed in all kinds of investments & the history of the market.

Brennan Beausir

Business Development Representative
I have a quarter from all 50 states!

Kate Swack

Marketing Specialist
Start contributing to a retirement account as soon as you can, even small amounts!

Mel Hummel Romero

Executive Assistant
Pay off your credit cards as soon as you can - you'll be glad you did!

Zane Anderson

Client Success Manager
I'm saving up to put in a new patio in the backyard.

Jake Berg

Senior Software Engineer
Don’t focus only on increasing your income. Focus on building a system that manages the income you already earn.

Corben Wilson

Financial Guide
I’ll think for weeks about a big purchase, but I don't think twice about spending $7 on an iced latte.

Alyssa Shoults

Marketing Designer
When I move money to savings, I have to make sure the balance lands on a multiple of $1,000 with no change.

Evan Knapke

Software Engineer
I don’t do autopay for my mortgage… I prefer to maintain a healthy level of financial trust issues.

Caroline Weismiller

Client Success Manager
Using physical money for your 'fun money' can help you visualize if you are on track for the month or not.

Addie Waltz

Business Development Representative
Saving money up for my wife and I's anniversary to take a big international trip (likely to Japan)!

Greg Rearden

Senior Software Engineer

Ready to make money feel easier, for real people like you?