We handle the basics, so you can handle their next steps.

We live for the boring stuff.

We aren’t financial advisors.

(And we’re not trying to be)

Your Money Line helps real people with real financial problems.

We equip people with the knowledge and tools they need to comfortably and effectively partner with a financial advisor.

Help them understand their ideal budget and path to retirement.

We help build the strong foundation, for our users to then grow beyond.

CFP® and AFC® access available 12 hours a day, 5 days a week via phone, email, or chat.

CFP® and AFC® access available 12 hours a day, 5 days a week via phone, email, or chat.

A library of financial resources available 24/7.

Provide access to engaging content that aligns with your customers’ interests
Users can see the stages of financial wellness and next steps for how to improve.

A dashboard to assess participants’ stability, and then help them improve by measuring change.

Trusted by the country’s most innovative businesses

Crew Carwash
Hyland
UTHealth
Braunability
The University of Chicago
OneAmerica
Pacers