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Your Money Line powered by Pete the Planner®

  • 0/5 (0 reviews)

  • Founded 2012
  • Group Sizes Larger than 50
  • Customers Served

About Your Money Line powered by Pete the Planner®

*Your Money Line is providing short-term, emergency programming to get your employees the personalized help they need during the COVID-19 crisis. Contact us today to get your team members access to unbiased financial experts.*

Your Money Line is an employee benefit which provides quick, yet thorough answers to employees’ most personal financial questions. Your Money Line solves and prevents financial problems employers don’t know exist within their workforce before it’s too late.

Your Money Line provides a dedicated and confidential financial helpline and dashboard for every employee and their immediate family to find financial stability in their life. This program supports individuals of all income levels, education levels, relationship statuses, and age ranges. The helpline provides direct access to a team of unbiased Financial Concierges who specialize in the day-to-day challenges which hinder most people’s financial lives. The dashboard houses hours of online courses, as well as tools, trackers, and calculators. It is specifically designed to get employees moving on their unique path to financial health. 

Value Proposition

We answer questions. Our passion is providing practical and personal solutions to everyday money challenges. We pride ourselves in delivering an individualized experience that leads to financial confidence. Driven by empathy and our fresh and conversational approach, we help people make tomorrow easier one question at a time.

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Your Money Line powered by Pete the Planner® Media

Your Money Line powered by Pete the Planner® Offerings

  • H&P POINT SOLUTIONS
  • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Financial Coaching

Your Money Line powered by Pete the Planner® Reviews

Your Money Line powered by Pete the Planner® Materials

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    Your Money Line Information 2020.pdf

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    Your Money Line_3-Month Program.pdf

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Your Money Line powered by Pete the Planner® Clients

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