Free to employees.
Affordable to employers.

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

Core

Unlimited financial coaching via phone, chat, or email
Software with tools, calculators, assessments, and basic tracking
Financial education with on-demand courses, monthly webinars, videos, & articles
Benefits integration so we can guide your employees through their other benefits
Credit monitoring to to track credit, get suggestions, and protect from threats
GET AN INSTANT QUOTE

Plus

Get everything in our Core offering and add the latest in financial wellness technology:
Account integration to track & budget your finances in one place
AI insights on your spending to flag issues and suggest improvements
SMS Coaching access to text our live, expert financial coaches
Multi-Factor Authentication as an added layer of company and participant security
GET AN INSTANT QUOTE

All our plans include....

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Articles from financial experts

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No selling anything ever

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Benefits integration

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Usage for all dependents

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Unlimited interactions

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Articles from financial experts

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Total anonymity

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Loved by thosands of employees

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Articles from financial experts

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No selling anything ever

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Benefits integration

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Usage for all dependents

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Unlimited interactions

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Articles from financial experts

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Total anonymity

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Loved by thosands of employees

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Video courses and explainers

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Empathetic coaches

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Guides available 9AM to 9PM ET, 5 days a week

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Available via phone, chat & email

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Engagement support

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Total anonymity

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Employer Dashboard

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Dedicated CSM

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Video courses and explainers

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Empathetic coaches

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Guides available 9AM to 9PM ET, 5 days a week

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Available via phone, chat & email

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Engagement support

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Total anonymity

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Employer Dashboard

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Dedicated CSM

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Onboarding support

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Monthly webinars

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Proprietary Stability Assessment

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Calculators & assessments

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MFA available

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Free to employees

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Certified financial guides

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Experience with both SMBs & Enterprises

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Onboarding support

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Monthly webinars

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Proprietary Stability Assessment

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Calculators & assessments

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MFA available

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Free to employees

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Certified financial guides

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Experience with both SMBs & Enterprises

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

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    Limited number of interactions
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    Helps with major, acute situations
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    Get routed randomly to a call center
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    May push products on your team
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    Phone only
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    No software or on-demand financial education
VS
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    Unlimited interactions with guides
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    Helps with any financial question, big or small
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    Talk to the same guide every time
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    No selling products. Ever.
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    Phone, email, text, or chat
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    Learn with courses, live webinars, articles, & more

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!

Read our guide on "How Do I Use Wellness Dollars?"

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.
Watch a demo