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

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Confidential call-in phone number

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Advice from real financial experts

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No one will sell you anything, ever

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Email or call with your question

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Option to schedule an appointment online

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Personalized financial dashboard

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Hours of online video courses

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Online budgeting tool

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Net worth calculator

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Debt payoff tracker

Learn more about Your Money Line today!

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