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Add a turnkey financial wellness solution to your benefits package to reduce employee stress, turnover, and financial instability. For one transparent price.

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Frequently asked questions

Okay, you're a little intrigued and want to know more? Dive in below.

What is Your Money Line?

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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 is this free to employees?

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Your Money Line is purchased by businesses as a corporate benefit that they can offer their employee population. Employees (and their dependents) can sign up and use it for free for as long as they work at the company.

What experience does Your Money Line have?

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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.

How do you help with public service loan forgiveness?

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Schools and healthcare systems often turn to Your Money Line for help with public service loan forgiveness (PSLF). This is a complicated government program, and our guides offer 1:1 meetings with teachers or staff to guide employees through every step of the loan forgiveness process.

How is Your Money Line priced?

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Like many employee benefits, we price our services on a PEPM basis, or per employee per month, based on your full eligible population. Pricing can vary based on size of company, packages, deal terms, etc. Scroll up to get a rough quote.

What does implementation look like? How fast is it?

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YML is speedy to implement and get activated. You'll get a dedicated Client Success Manager who will assist with setup, launch, and ongoing engagement strategies. Typically clients can be up and running in just a few weeks.

Do you work with retirement or benefits brokers?

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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?

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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!

Don't let your employees stay stressed about money

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