Take Charge of Your Financial Future with Your Money Line

This article was originally published in the Fall 2025 Bridge Magazine.

Are you ready to feel confident about your money and start making real progress toward your financial goals?

Your Money Line (YML) is a financial wellness benefit offered by Pension Fund to help you build confidence, clarity, and control over your financial life. Through one-on-one coaching with compassionate Financial Guides, you can make meaningful progress toward your goals—whether you are tackling debt, planning for the future, or just trying to make sense of your next step.

One Pension Fund participant described the experience in three powerful words: “Support, Equip, and Uplift!” This philosophy is at the heart of every coaching conversation you will have with a YML Financial Guide.

Support: A Safe, No-Judgment Zone 

No matter where you are in your financial journey, YML is here to walk alongside you. You will be met with understanding and respect—never judgment. These confidential conversations create a space where you can openly discuss your challenges, hopes, and goals. Pension Fund does not have access to your call notes, allowing you to speak freely and honestly.

“My Financial Guide supported me without judgment, encouraged me to retain my dignity in a path that is so humbling, reminded me that there is light, there is goodness, and there is hope.”

From day one, your Financial Guide listens with empathy and helps you stay focused on what matters most to you.

Equip: Tools, Tips, and Personalized Resources

YML does not just listen—it equips. In each session, you will receive insights and guidance tailored to your unique situation. Coaching calls are typically 20 minutes long and include a follow-up summary so you can refer back to what you discussed.

Here is what a call looks like:

1. Start with What Matters to You: We begin by confirming your area of interest or understanding your current financial situation. Whether it is budgeting, saving, managing debt, or planning for the future, this conversation is all about your priorities.

1. Explore Your Story Together: You will share your background, challenges, and opportunities. Your Financial Guide will listen carefully and ask thoughtful questions to help you uncover insights and possibilities you might not have seen before.

1. Get Practical Tips and Resources: Your Financial Guide will share best practices tailored to your situation and introduce you to helpful tools, courses, and resources from YML designed to empower your financial growth.

1. Plan Your Next Steps Together: Before your call ends, you will discuss actionable next steps which may include scheduling your next call. This ongoing support provides accountability and encouragement to help you stay on track and move forward.

1. (Bonus!) Follow-Up: After each call, you will receive notes summarizing everything you discussed, so you never miss a beat.

“My financial life now, after meeting with a Financial Guide, is a lot like mountain biking with many peaks and valleys, but I know what I need to pack for the journey and some of the waypoints. YML is a great, free benefit and another reason to love Pension Fund.”

Uplift: Encouragement That Moves You Forward

Financial coaching is not just about solving problems; it is about creating momentum and building confidence. At the end of each session, you and your Financial Guide will identify actionable next steps. You can even schedule a follow-up during your session to stay accountable and keep moving toward your goals.

“My Financial Guide held me accountable, gave me tasks from each meeting that I needed to complete, and encouraged me to show up and continue to push for my freedom from this debt that felt like it was suffocating me. We set the timeline early this year that I would have resolved this by my birthday in October (in about 10 months)... Today I praise God for Pension Fund for making this resource available to me and for Your Money Line for employing intelligent and compassionate Financial Guides. I have been changed; I have been loved and cared for in the ways that I am called to love and care for others.”

Through consistent support and genuine encouragement, YML helps you feel empowered, hopeful, and uplifted on your financial journey.

Ready to Take the First Step? 

Imagine having a trusted guide by your side who listens, equips, and uplifts you to make smart financial choices—every step of the way. That is what YML offers.

Setting up your first call is easy:

Visit our Your Money Line page to get started. You can also call YML at 1-833-890-4077 from 9am to 9pm Eastern to get help scheduling.

Start today—because your financial future is worth investing in.