Are you missing out on free wellness dollars for your organization?
Many insurance carriers offer dollars to their clients to use on qualified wellness initiatives. That means you could bring wellness benefits (like financial wellness) to your organization for low or no cost.
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Three paths to a financially-well team in one easy-to-use benefit
Making the investment in financial wellness pays off




Your team deserves world-class wellness
Finances are the single biggest stressor for employees. Legacy offerings alone don't cut it. That's why we've built the financial wellness benefit of the future that employees deserve, use, and love.
EAP & 401k offerings
- Limited number of interactions
- Helps with major, acute situations
- Get routed randomly to a call center
- May push products on your team
- Phone only
- No software or on-demand financial education
- Unlimited interactions with guides
- Helps with any financial question, big or small
- Talk to the same guide every time
- No selling products. Ever.
- Phone, email, or chat (text coming soon!)
- Learn with courses, live webinars, articles, & more
Frequently asked questions
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.
What makes Your Money Line special?
Your Money Line was created by Peter Dunn (aka Pete the Planner), who has spent more than 20 years in the industry and is one of the world's foremost experts on employee financial wellness. Our team of guides all hold degrees or leading certifications on financial planning & coaching.
Do you work with retirement or benefits brokers?
Yes, we have an extensive partner network that refers clients to Your Money Line for financial wellness. If you're a broker looking to partner, shoot us a note!
Can I use wellness dollars or state funding for YML?
Oftentimes, yes! Ask your health carrier if you have available wellness dollars to use with your team—financial wellness qualifies! If you're a school, you can often use dollars allocated for teacher retention to offer Your Money Line!