Bring your clients financial health and wellness

Your Money Line takes wellness offerings to the next level with our team of certified financial coaches and our 24/7 software.
Explore our product
For Retirement Advisors
For Benefits Brokers

We'll help them fix today.
You set them up for tomorrow.

Your Money Line's software and Financial Guides coach employees through their financial past and present—addressing issues and building healthy habits. That means you get to focus exclusively on what you do best: building long-term wealth and retirement ability.

Complete holistic wellness for clients with financial coaching

Money is the #1 source of employee stress. Too many benefits plans leave employees to figure out their own budgeting, housing challenges, debt management, and student loans. Your Money Line is the simplest way to give your clients a turnkey financial wellness program for their employees.

We handle financial coaching.
You shine with clients.

Offer a high engagement benefit employees love

Financial wellness is a key piece of holistic wellbeing and decreasing employee financial stress is increasingly important to clients

Stand out from competitors with a modern, AI-powered platform

Differentiate from other firms with an financial wellness benefit that includes industry leading software and money tracking

Get revenue share & preferred pricing

Your clients get preferred-partner discounts, you get a turnkey new revenue stream.

Partnership models to fit your company

Revenue share

Another potential revenue source to move your company forward.

Preferred pricing 

Your customers will thank you for recommending a great benefit with a preferred partner rate.

Complimentary pairing

We'll handle the financial wellness, allowing you to focus on your strengths.

Ready to better serve your clients?

Take your wellness offerings to the next level with our software and team of certified financial coaches.
Watch a demo