RPG Consultants Logo

Schedule a Meeting

Request a Proposal

Financial Wellness Support for Your Employees

Financial wellness is all about taking control of your money, which may look different to everyone. For some, it means having a savings account to cover emergencies, while others may focus on wealth preservation and legacy planning. Financial wellness platforms and advisors work with individuals to evaluate their personal objectives and help achieve financial goals.

As part of RPG’s commitment to supporting clients beyond the retirement plan, we’ve partnered with Your Money Line — a workplace financial wellness platform designed to help employees navigate everyday money decisions that can influence long-term financial outcomes.

Introduction to Your Money Line

How Your Money Line Supports Employees

Employees receive:

Unlimited access to certified Financial Guides (AFC® or CFP®) for personalized, shame-free financial coaching on day-to-day money questions

Financial accounts and benefits aggregation to connect the dots between everyday money decisions and long-term goals

A personalized Stability Index Score, which helps them understand their current financial stability and track progress over time.

On-demand education that is available 24/7, including articles, tools, calculators, video courses, and live Stability Academy webinars.

Confidential support through one easy-to-use mobile app

Access for household members, including spouses, partners, and dependents (ages
18–25)

Assurance that all conversations are private, and support is available in whatever format works best — call, text, email, live chat, or scheduled appointments

Provides access to unbiased financial guidance and practical tools to help employees with:

Budgeting and managing debt

Building savings and emergency funds

Understanding workplace benefits and retirement decisions

Navigating major life events (buying a home, planning for college, and more)

Support for RPG Clients

The best part is that Your Money Line offers discounted pricing for RPG clients, making it easy to introduce financial wellness as a value-added benefit without additional complexity.

Other Financial Planning Software

We are integrated with several personal finance account aggregators. Feel free to reach out if you would like to connect your RPG account with other financial software.