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

Senior 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.

Financial Guide

Maritza H.

Accredited Financial Counselor® Candidate

Being a financial guide gives me the opportunity to help individuals gain confidence in their financial lives. I enjoy helping people improve their relationship with money. Guiding them through difficult financial situations, providing education, accountability, and a different perspective is a wonderful experience. I also enjoy volunteering in my community, dragon boat racing with my teammates, and spending time with my family and friends.

Financial Guide

Stacy L.

Accredited Financial Counselor®

Financial Fitness Coach®

I consider it an honor to be a thinking partner with someone as they navigate the personal finance parts of life. It has made a difference in my own life, and I will gladly pay it forward. We embody all of these things at Your Money Line.

Financial Guide

Jayne L.

Accredited Financial Counselor®

I love knowing that our team is providing simple and accurate information in a financial world that is full of a lot of noise. It’s incredibly satisfying knowing people feel more confident in their financial decisions because of what we do.

Peter Dunn A.K.A. Pete The Planner

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.