Thanks for checking out Your Money Line!
Give your clients the personalized financial guidance they need—without adding more work for your team. Participants who engage with Your Money Line contribute 11% more toward retirement. That’s better for them—and great for plan metrics.
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Videos about YML
Your Money Line Overview Video
A welcome video from financial expert and Your Money Line CEO Pete the Planner to share with participants.
Your Money Line Product Demo
A brief overview video of Your Money Line's financial wellness program and our desktop app.
Built on 20+ years of financial coaching and education
Your Money Line was founded by Peter Dunn, affectionately known as Pete the Planner®. In 2012, Pete sold his shop from LPL to focus full-time on helping people improve their financial wellness.
Before long, Your Money Line was born as a benefit for employers to offer their teams. Over the years, Pete has become an award-winning financial expert, a USA TODAY columnist, and has written 11 books. He also hosts the radio show and podcast The Pete the Planner Show and appears regularly on TV and nationally syndicated radio programs.
Scale your impact
Personalized financial guidance provides lifelong impact to your plan sponsors.
97%
of participants feel more confident after meeting with a financial guide.
$98M
in student loans forgiven through YML
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.
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.
