Through empathetic coaching and world-class technology, we help people find financial stability (their situation is good) and confidence (they feel good about it). And we don’t try to sell them anything along the way. After all, financial coaching shouldn’t be reserved for the wealthiest Americans. By partnering with employers as an employee benefit, YML is committed to making healthy money practices more accessible, equitable, and impactful for all.
Our company values impact all of our work—from operational decisions to our day-to-day relationships with our clients, partners, and one another.
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From our shame-free coaching to how we treat each other at work, we don’t judge others; we listen to them.
We are continuously taking on new challenges, learning new skills, and expanding our capacity to thrive.
We all deserve a dependable community at work, so we go the extra mile to help our teammates succeed.
Our success is bankrupt if we don’t succeed intact. We prioritize wellness for ourselves and our teammates.
Your Money Line was founded by Peter Dunn, affectionately known as Pete the Planner®. In 2012, Pete traded in his investment practice to move full-time into helping people improve their financial wellness. Before long, Your Money Line was born as a benefit for employers to offer their teams.
Over the years, Pete has become an award-winning financial expert, a USA TODAY columnist, and has written 10 books. He also hosts the radio show and podcast "The Pete the Planner Show" and appears regularly on TV and nationally syndicated radio programs.
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