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Schedule a meeting with a Your Money Line team member today.
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Your Money Line (YML) is a leading financial wellness benefit that helps employees overcome financial stress, plan confidently for the future, and reach their goals. With an all-in-one mobile app, unlimited access to certified financial coaches, and smart AI-powered tools, YML makes it simple for employers to offer personalized financial guidance at every stage of life.
Together, we help companies give their employees the confidence and guidance to build a stronger financial future.
We believe referrals work best when we work together. You stay involved throughout the process while our team leads the demo and supports your client every step of the way.
Meet YML
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IDENTIFY & Notify
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Schedule intro call
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support journey
A few slides to introduce Your Money Line to clients.
Meet Your Money Line in 5 minutes.
A two-page co-branded overview of our all-in-one financial wellness benefit
A two-page overview of how we approach our coaching calls.
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Personalized financial guidance provides lifelong impact to your clients.
of participants feel more confident after meeting with a financial guide.
in student loans forgiven through YML
Okay, you're a little intrigued and want to know more? Dive in below.
What is Your Money Line?
We're a financial wellness benefit that brings together software, certified money coaches, and world-class financial education to help employees find greater financial stability and health.
How does YML support RIAs in growing their business?
RIAs partner with Your Money Line to offload the day-to-day financial stress conversations that take up time but don’t directly build AUM. By helping employees resolve issues like debt, budgeting, or student loans, YML clears the path so participants are more financially stable and ready to save and invest. As a result, employees tend to contribute more to retirement plans, which drives long-term AUM growth.
How is YML different from what RIAs already provide?
RIAs are focused on long-term wealth building, while YML tackles the immediate, everyday money stressors. We provide unlimited, confidential 1:1 coaching, education, budgeting tools, credit monitoring, and crisis support—things that complement but don’t compete with financial planning. This creates a holistic experience for employees while letting RIAs focus on strategic wealth management.
How does pricing work?
Pricing is tiered based on the total number of eligible active employees. Please reach out to a YML team member or submit a request for a pricing quote.
Schedule a meeting with a Your Money Line team member today.
