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.
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
Don't take our word for it
"We know that financial stress is significant for pastors, especially when it comes to managing educational debt. We wanted to provide the kind of support that would both empower their financial decision making and give them concrete tools for debt management and elimination, budgeting, and future-saving."
“We teamed up with Your Money Line to provide an elite program for every single Eight Eleven employee! Every employee will have access to a dedicated & confidential phone line to ask their toughest financial questions. It is their very own Financial Guide, which is an awesome incentive! Our employees love this!"
"We offer a robust holistic well-being program and the financial wellness piece of that is extremely important to the Board and the County as a whole. It states that we want employees to be secure in their current financial status and be prepared for a bright future. We feel that YML is the perfect partner to help any of our employees achieve this if they so choose!"
“Thank you for responding so quickly”
"Wow! So much to consider. I appreciate all your feedback which helps me not to make any sudden decisions. Thank you for responding so quickly. I'm glad I was able to connect with you and receive some very valuable information."
“A knowledgable person just a phone call away”
“It's incredibly helpful to have a knowledgeable person just a phone call away! I appreciate having an unbiased, supportive resource who can help break down complex questions and decisions into manageable pieces.”
“Thanks so much!”
"I have asked about loan forgiveness many times and my Financial Guide was the first person that has explained to me the difference between the loans. Thanks so much!"
"I am so grateful to my company"
“YML financial guides always go above and beyond to provide the best and most complete information, answering questions that I didn't even know I had! Thank you so much - I am so grateful to my company for this benefit!”
"It’s such a relief"
It’s such a relief to begin talking to someone about this. To help me know and face my financial realities. Thank you for being clear, concise, kind, and helpful!
“I feel so much more at ease”
“My guide has been patient, kind, and thorough. I feel so much more at ease with her guidance on my budgeting system.”
“Support and answers”
“My guide has been nothing but OUTSTANDING! She has provided a ton of info and support to my husband and I walking through PSLF requirements. I know she will always have support and answers for us."
"It's nice to have another human"
“Sometimes it's nice to have another human to share ideas and get a second opinion. That's exactly the way I felt while talking to my guide this morning. Thanks, Your Money Line, for giving me an opportunity for this second opinion!”
In our quick, 25-minute call, my guide helped point me towards a path to use that surplus to enhance my financial stability and long-term growth. Very helpful.”
"Empathy and helpful advice"
“My guide was wonderful! She has empathy and helpful advice. I didn't feel judged at all. She's so good at what she does. Thank you! Can't wait to chat again.
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!