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.
What have we achieved?
Feel the power of our financial wellness platform
Customer Thermometer Score
*Customer feedback about our Financial Guides
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.
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.
Frequently asked questions
- Your Money Life for your 20s, 30s, 40s, and 50s.
- Having a Baby.
- Mock Retirement.
- Basics of Investing.
- How to Pay off Student Loans.
- And more!