Your Money Questions. Answered.
Announcing an exciting new, free benefit for Pension Fund Members. Pension Fund has partnered with author and financial wellness expert, Pete the Planner®, to bring you Your Money Line. Your Money Line is designed to help you on the road to financial wellness.
Personal finances can be intimidating, which is why the Your Money Line Financial Concierges are here to answer your questions and are trained to treat every scenario with empathy and confidentiality. Your Financial Concierges will never try to sell you anything. The Your Money Line Dashboard is your online hub for calculators, tracking tools, and eLearning courses.
How do I access Your Money Line?
Ask a Your Money Line Financial Concierge any financial question currently on your mind by calling 833.890.4077.
Email your financial questions to firstname.lastname@example.org.
Access the Your Money Line Dashboard & Learning Resources
Track your financial wellness and improvement utilizing your personalized learning path and dashboard tools such as the Ideal Budget and Power Percentage™ by watching the video-based eLearning courses to support your area of focus (budgeting, debt, retirement and much more).
To register for the Your Money Line Dashboard, visit:
What are the hours of operation for Your Money Line?
A team of expert, compassionate Financial Concierges are available Monday through Friday, 9AM – 9PM EST to respond by email, phone or chat (English & Spanish). You can use it as often as you need.
Frequently Asked Questions
Is Your Money Line available to those who aren’t Pension Fund members?
No, because Pension Fund has a relationship to provide Your Money Line at no cost to our members and their spouses. However, anyone can subscribe to “Hey Money,” which is Your Money Line’s individual subscription service providing similar features and benefits. You can learn more at https://callheymoney.com/buy-now/.
What kind of questions can I ask the Your Money Line Financial Concierge?
Your Money Line Financial Concierges can answer any of your financial (non-securities) questions. For example:
- I’m drowning in credit card debt. How do I pay it off?
- I need help with paying off my student loans. Where should I start?
- Can you help me decide whether we should rent or buy a home?
- I’ve inherited money and don’t know what to do with the unexpected money.
- Should I purchase term or whole life insurance?
- I’d like to start saving for my child’s college expenses. Where do I start?
- I feel like I am doing well financially, is there anything I could improve?
Will the Financial Concierge try to sell me anything?
Your Money Line Financial Concierges will never try to sell you anything. They are only in the business of providing answers and actionable financial help. Your trained expert will follow up with you after the call to document next steps. You can call or email the line as often as you need. Your personal profile will be saved so you can reference previous conversations with the expert.
Are my conversations and emails confidential?
Yes. Everything you share with the Your Money Line team will be kept confidential. Pension Fund will not have access to this information.
I'm having trouble accessing the online dashboard, what do I do?
Whether you are a first-time user of the online dashboard or need help resetting a password, the Financial Concierges at Your Money Line are available help. Simply call 833.890.4077 or email email@example.com. They will be happy to reset your password or walk you through the registration process.
Is Your Money Line available in Spanish?
A Spanish speaking Financial Concierge is available if you call in or email your money questions, however, at this time the dashboard and webinar resources are English only.
Can I share this with my spouse?
Yes. Your Money Line is for you and your spouse. If you register online for the Your Money Line dashboard, your can share your log-in information so that both you and your spouse have access to the online resources and eLearning courses. Your spouse may also call or email the Financial Concierges.
Should I use my personal or work email?
We recommend using your personal email, like you do for our Member Portal, that way if you change employers and move to another church, you can still access Your Money Line.