Your Money Line powered by Pete the Planner®

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Founded 2012
Group Sizes Larger than 50
Customers Served

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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

Your Money Line Information 2020.pdf
Your Money Line_3-Month Program.pdf

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Your Money Line powered by Pete the Planner® Clients

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Public vs. Private: How Shortlister Gets Paid

	Shortlister App Subscription/Login Required	Shortlister Public Site myshortlister.com
Who can Access Shortlister?	Versions of the Shortlister app are available for employers and benefits consultants to access detailed information on service providers and issue RFPs.	Anyone can access the basic vendor data listed on the Shortlister public site, free of charge.
Do employer & consultant users pay to access Shortlister?	Yes – There is a monthly subscription fee	No – Shortlister's public site has tens of thousands of visitors per month that are researching vendors. They do not pay to access this basic vendor data.
Do service providers pay to be listed?	No – Service providers can enroll on the Shortlister app for free.	No – Service Providers do not pay to be listed on the Shortlister public site.
Can service providers pay to improve their position?	No – The Shortlister app's matching algorithm is completely neutral & unbiased. It matches employer & consultant users with service providers based on how closely the buyers requirements match the service provider's capabilities.	Yes – ONLY on Shortlister's public site. Service providers can bid to show up higher on listing pages. This is how Shortlister is compensated for the substantial effort it takes to curate this pages and vet vendor data.
What if a service provider doesn't pay Shortlister?	Nothing – Service providers don't pay a fee to participate on the Shortlister app and are matched based on how well their capabilities align with a buyer's demographics and needs.	Service providers will still be listed on the pages for the services they provide, they will just be listed below those that have bid to list higher on that particular product page.
What about the Top Vendor lists at the top of the product listing pages? Is there a fee to be listed?	Not Applicable – The Shortlister app doesn't display Top Vendor lists because the algorithm generates a custom list based on the customer's needs.	Yes - There is a nominal fee of $50 per quarter that's charged if a service provider is approved for a Top Vendor list. Shortlister evaluates vendor capabilities & market performance data to determine who should be listed. Evaluating this data takes considerable time and effort, so the nominal $50 fee covers the cost of the work it takes to curate these lists. If a vendor applies for a Top Vendor list but doesn’t meet the criteria, they are not charged a fee.
Who provides reviews of service providers?	Reviews on Shortlister's app are collected from employers and consultants. Service providers are also able to collect reviews from their customers, once they are validated by Shortlister. When a user is logged into the Shortlister app, they can clearly see the source of the review.	Public site reviews are an aggregation of employer, consultant and provider-collected reviews. There is no way for public site visitors to differentiate the source of the review.
Do service providers see information and reviews put in the site by your users?	Service providers cannot see the information put in by Shortlister's consultant and employer users.	Service providers can see information that was collected from their own clients.