- A place to track credit score, budgets, debt, net worth & more
- Unlimited 1-on-1 financial coaching sessions
- Smart AI suggestions on spending and saving
- Personalized guidance for their unique financial situation
We guide your team to financial health with smart software & empathetic coaching
Powerful software with built-in AI
Give every employee access to software to help them budget, improve their credit, and learn about money. Our AI takes care of the dirty work, like categorizing expenses and flagging duplicate charges!
Unlimited access to certified money pros
Sometimes, it's just nice to talk to a human. Give every employee a personal, unbiased financial coach—available via phone, text, email or chat. There's no limits, no shame, and no selling anything (ever).
Why HR & benefits leaders love us
We've spent more than two decades coaching employees through financial challenges and building world-class financial wellness programs for organizations big and small.
Tangible impact
Easy to implement
Employees want it
Tech with humanity
Why benefits leaders choose YML
We actually change financial lives
We're easy to implement and drive engagement
We offer a benefit employees want and love
We offer the best of both worlds - AI & Humans
Read just a few of our 1000+ five-star reviews
We work with HR and benefits leaders across the U.S. to serve hundreds of thousands of employees
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!