Financial answers for employees. Financial solutions for organizations.
When it comes to financial wellness, we’ve got your back.
At Your Money Line we believe behavior is the key to financial change not income level. Changing the tide of financial behavior takes a lot of motivation and discipline. We’ve found that a personal relationship with a trusted financial professional is the best way to fully understand the problem, establish a game plan, and stay motivated for good. The best part? Our Financial Concierge™ give unbiased advice that is not tainted by a sales pitch. Our Financial Concierge™ don’t sell anything to participants. Ever.
Any income level
A guiding principle of Your Money Line is it’s not about money. Yep. It’s not about how much money you have, it’s what you do with it.
Any money question
While our Financial Concierge™ can’t answer securities-related questions, all other financial questions are a go. We answer questions ranging from student loan debt woes to how to plan for future expenses.
The Your Money Line Dashboard is accessible 24/7 and is mobile friendly. This dashboard includes hours of video resources as well as calculators and trackers to keep participants on the right track on their timeframe.
What Participants Are Saying
We’ll throw you a line, whoever you are.
I’m an employee.
How will this help me?
I’m an employer.
How will this help my people?
I’m an advisor.
How will this help my plan sponsors?