How Your Money Line Works
1. Launch
Launch Your Money Line to employees with a marketing plan we create for you
2. Call
Participants call into Your Money Line for confidential advice and guidance
3. Login
Participants create a Dashboard login and begin using the resources
4. Track
With on-demand reporting and a quarterly summary report, you’ll be able to track progress
5. Engage
Marketing boosts throughout the year keep your employees engaged all year long
Features of Your Money Line
Confidential call-in phone number
Advice from real financial experts
No one will sell you anything, ever
Email or call with your question
Option to schedule an appointment online
Personalized financial dashboard
Hours of online video courses
Online budgeting tool
Net worth calculator
Debt payoff tracker