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Your Money Line powered by Pete the Planner®

Founded 2012
Carmel, IN

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Programs Offered

  • Financial Wellness


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Your Money Line powered by Pete the Planner®

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.

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 unlimited access to a financial help line and a platform with courses on the financial ramifications of having a child, getting divorced, and contributing to a Health Savings Account, your employees will get help with all the real moments in their lives.