Your Money Line is a financial wellness platform that provides real-time, expert financial guidance to employees through their employers. Designed to address workplace financial stress, Your Money Line connects employees with certified financial experts who answer personal finance questions, helping to improve productivity and reduce distraction caused by financial concerns.
The company offers a combination of software tools and access to a dedicated Financial Concierge Team comprised of certified professionals such as CFPs (Certified Financial Planners) and AFCs (Accredited Financial Counselors). By integrating expert financial advice into the workplace, Your Money Line aims to help employers support their workforce in navigating financial challenges ranging from budgeting and debt management to retirement planning.
Their solution is powered by financial expert and author Pete the Planner, ensuring that advice is both credible and practical. The company's approach is rooted in addressing the significant productivity losses reported by employers due to employees' financial stress—studies show that 43% of employees spend more than three hours per week distracted by personal finance concerns at work.
Who Uses Your Money Line?
Your Money Line serves a diverse range of employers seeking to enhance employee wellness. Notable customers include organizations such as Swire Coca-Cola, UT Health, OneAmerica, BraunAbility, Carmel Clay Schools, PPL Corporation, Eight Eleven Group, and Hendricks Automotive. These clients span industries from healthcare and education to manufacturing and corporate services, illustrating the platform's broad applicability.
How Was Your Money Line Started?
Founded in Indianapolis, IN, Your Money Line was established by Pete the Planner (Peter Dunn), a recognized financial expert and author. The founding and leadership team includes professionals with backgrounds in finance, software engineering, product development, and client success. Key executives include Molly Fohrer (Sr. Vice President), Ben Battaglia (Sr. Vice President), Matt Lubbers (VP of Partnerships), Doug Collins (VP of Product), and Brad Kime (Head of Sales), among others. Their multidisciplinary team underpins the company's commitment to both technical innovation and financial expertise. More about their team and story can be found on their About page.
What Makes Your Money Line Different?
The primary differentiator for Your Money Line is the real-time access to credentialed financial experts coupled with an easy-to-use software platform. Unlike generic financial education resources, the service provides tailored, actionable guidance from trained professionals, helping employees address pressing financial questions on demand. This approach is designed to directly reduce financial stress in the workplace, benefiting both employees and employers.
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