Meet a Vendor

YOUR MONEY LINE BY PETE THE PLANNER® – Meet A Vendor

YOUR MONEY LINE BY PETE THE PLANNER® – Meet A Vendor

Shortlister hosted Peter Dunn, CEO and Founder of Your Money Line®, to share practical knowledge on how you can pair financial wellness programming with your retirement plan and give employees holistic support.

ABOUT YOUR MONEY LINE

Your Money Line® is a corporate financial wellness solution connecting employees to confidential, unbiased financial guidance. They provide a dedicated and confidential financial helpline and dashboard staffed by trained financial experts that help employees find financial stability in their life. This program supports individuals of all income levels, education levels, relationship statuses, and age ranges.

HOW RETIREMENT HAS CHANGED

Employers have been focused on their employees’ financial futures for a long time. They likely have pride in their retirement plan offerings, as they should. Yet, this last year has shown us how fragile employees’ financial lives truly are. Even the best retirement plan may not help employees in their everyday lives. 

From 2012, Your Money Line® has been dedicated to help people with their financial futures and tackle their main concerns. They do this by measuring, improving, and tracking your employees’ stability at the moment. They can share those metrics individually with participants or share them in aggregate with the plan sponsors so they can make informed decisions around their benefits.

WHAT DOES YOUR MONEY LINE® FINANCIAL HELPLINE OFFER?

  • Help with any financial question or situation in English or Spanish
  • Accessible via phone, email, app, scheduling, or live chat
  • Staffed Monday – Friday from 9am – 9pm ET
  • Unlimited access for every employee and their immediate family
  • An unbiased, confidential conversation
  • Accountability
  • Employees won’t be sold anything, ever

WHY YOUR MONEY LINE®?

Employers should choose adding Your Money Line® into their employee benefits because they offer:

  • The right solution for real situations, no matter the age or income
  • Unlimited, unbiased, and confidential access to financial experts
  • Relationship driven partner
  • Zero solicitation
  • Benefits integration

The global COVID-19 pandemic has touched virtually every aspect of our lives, and retirement plans are one of them. However, there are still plenty of ways employers can help by taking a holistic approach to financial wellness and help employees be proactive with their financial life.

Your Money Line® helps employers connect the future and present for their employees’ financial lives with personal finance questions answered in real-time by real experts.

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