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Pete the Planner® Financial Wellness

Founded 2012
Carmel, IN

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Programs Offered

  • Financial Wellness


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Pete the Planner® Financial Wellness

Believe it or not, learning about money doesn’t have to be boring. The financial world is wrought with technical information which is difficult to absorb and financial discussions often induce stress. That’s exactly why Pete the Planner® created Pete’s Money School. Pete’s Money School programs are actually entertaining and our financial wellness offerings are as diverse as our clients. We provide an all digital platform with dashboard tools, e-learning courses, webinars and email challenges. With Pete the Planner® proprietary metrics, including Power Percentage®, employees will be notified if they’re in major financial danger, and employers will be updated on their employees’ financial health in aggregate.

Value Proposition

We focus on behavior change. An employee’s chance at financial success is not based on numbers or math, its based on behavior. A tremendous number of financial literacy programs focus on managing credit scores. People learn how to make their scores go up, so they can have more access to more borrowed money. If your financial wellness program is based on something like credit, and not understanding and changing behavior, then there’s really no point to the curriculum.

Whether your coworkers are in their 20s, 30s, 40s, 50s or 60s, Pete the Planner® has timely advice to help them make the best financial decisions possible. With courses on the financial ramifications of having a child, getting divorced, and contributing to a Health Savings Account, your people will get help with all the real moments in their lives.