Your Money Line is your financial wellness platform

Your Money Line is a holistic financial wellness software that helps you manage your day-to-day and long-term finances. After creating your private, unique account, you’ll be prompted to take a brief assessment. This assessment will determine exactly what your next financial steps should be in your financial journey. Additionally, you’ll have access to hours of video content, podcasts, articles, calculators, and digital money trackers.

Trusted by the world’s most
innovative businesses

MSD Wayne Township
Crew Carwash
Hyland
UTHealth
Braunability
Carmel Clay Schools
The University of Chicago
Arapahoe country
OneAmerica
Franklin Township
Pacers
Lebanon Oregon
Lebanon School Indiana
Plainfield_Community_School_Corp
Wawasee Warriors

What have we achieved?

Feel the power of our financial wellness platform

99.2/100

Customer Thermometer Score

*Customer feedback about our Financial Guides

190,000

households served since 2017

Feel the power of our financial wellness dashboard

As part of our financial wellness services, the dashboard is designed specifically to have uncomfortable conversations in a comfortable way. Personal finance can be intimidating. The dashboard gives participants the tools to create a simple plan for heading toward financial health.

Personalized Financial Dashboard

The dashboard is your online hub that helps you manage your day-to-day and long-term finances. After creating your private, unique account, you’ll be prompted to take a brief assessment. This assessment will determine exactly what your next financial step should be.

Hours of Online Video Courses

Along with your personal financial dashboard, you’ll have access to hours of video content that are personalized to where you are currently in your financial journey.

Online Budgeting Tool

Budgeting shouldn’t be a guessing game which is why we provide an ideal budget tool to see exactly what you spend monthly on all categories of spending. We help you by providing a clear idea of how your spending stacks up against the Ideal Budget percentages to build and manage a budget correctly.

Net worth calculator

Net worth is a tool to help determine if your assets outweigh your debts. Net worth is a great measure because it gives you a place to start and a clear goal you can work towards. Our chart will calculate your individual net worth or your family net worth.

Debt payoff tracker

Paying off your debt is a clear part of a healthy financial life, yet how to do it can be tricky. We provide a chart to keep track of it and a debt calculator that will automatically reorder each debt from smallest to largest balance to help you pay it off.

Power Percentage®

Your Power Percentage® is a special metric that measures healthy financial behavior. It helps users determine whether or not they’re too dependent on their income as they head toward retirement. It’s also a great metric to measure total financial health. This metric will be available via the on-demand reporting and in your quarterly report.

Why should your company partner with us?

There is a retirement crisis in this country. Simply providing employees a means to save for retirement isn’t enough to lead to successful retirement outcomes. Our people need more support in their day-to-day decision-making. Additionally, financial stress is the most prominent form of stress in the workplace today. We believe helping people address their financial lives will lead to lower stress levels and happier, more productive workers.

Why should your company partner with us?

Frequently asked questions

Ideally, participants will update their information monthly. We encourage this by sending out a monthly email newsletter to all participants remind them to log in and update their numbers.
  • Your Money Life for your 20s, 30s, 40s, and 50s.
  • Having a Baby.
  • Credit.
  • Mock Retirement.
  • Basics of Investing.
  • How to Pay off Student Loans.
  • And more!
The dashboard is specifically designed to have uncomfortable conversations in a comfortable way. Personal finance can be intimidating. The dashboard gives participants the tools to create a simple plan for heading toward financial health.