Your uncomplicated financial guide.

Your Money Line was created because there is no clearly defined path for financial wellness. And that’s okay.

Your Money Line was founded when Peter Dunn (aka Pete the Planner®) realized that 1:1s worked to guide financial futures, but wanted to find a way to reach more people than he could individually. After a decade of work to perfect the financial guide process and gather a team of financial pros, YML helps real people with complex financial hurdles at scale.

We are the empathetic and experienced experts to help you navigate your way. We recognize that no two financial journeys are the same, and design customized paths based on your unique life experiences.

Meet some of our guides

Director of Education

Kristen A.

Accredited Financial Counselor®

Knowing our team can have a positive impact on a participant and their circle is the reason I’m committed to bringing my best self at Your Money Line.

Financial Guide

Lisa W.

Accredited Financial Counselor®

Chartered Retirement Planning Counselor℠

I love being a Financial Guide because I enjoy making the seemingly complex simple. It’s tremendous fun to help someone solve a financial planning puzzle.

Peter Dunn A.K.A. Pete The Planner

An award-winning financial expert. He’s a USA TODAY columnist, the author of ten books, and the CEO and Founder of Your Money Line and Hey Money. Pete is also the host of a popular radio show and podcast The Pete the Planner Show, and appears regularly on TV and nationally syndicated radio programs. Pete is regularly considered one of the foremost experts on financial wellness.