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 team gives unbiased advice that is not tainted by a sales pitch. Our Financial Concierge team doesn't sell anything to participants. Ever.
Financial Answers At Your Convenience
Any income level
Any money question
Our Financial Concierge team can’t answer securities-related questions, but we answer so many other questions — from student loan debt woes to how to plan for future expenses.
We are accessible 24/7 via our mobile app and online Dashboard. The app makes convenience a priority. The dashboard includes hours of video courses, calculators and tools to keep participants on the right track.
What Participants Are Saying
We’ll throw you a line, whoever you are.
I’m an employee.
How will this help me in my journey?
I’m an employer.
How will this help my people?
I’m an advisor.
How will this help my plan sponsors?