Meet the Team
Peter Dunn, a.k.a. Pete the Planner, is the president and owner of Advanced Planning Solutions, Inc. Advanced Planning Solutions was founded in 2002. Peter claims the name Advanced Planning Solutions is the lamest name in financial advising, and he regrets his brutal lack of creativity when naming it. He lives in Carmel, Indiana with his wife, Sarah, and dog, Otis.
Peter has been in USA Today for being a top financial intern in college, and he has been recognized as an outstanding young comedian in Indianapolis in Nuvo.
Beth Weingart
Client Services Coordinator
beth@petetheplanner.com
Peter has just finished his first book on money. It is titled What Your Dad Never Taught You About Budgeting... a funny book about a serious topic.
Pete The Planner is explicitly committed to holding individuals and small businesses accountable to their financial goals. He believes that coaching people financially is best achieved through the formation of strong relationships built on trust and true understanding. He communicates frequently with his clients... not for the purpose of selling products, but for the purpose of reaching their financial goals.
When you work with Pete, your custom budget will be prepared for you on a CD-ROM and is accessible using Microsoft Excel. No more complicated software. No more writing the budget on the back of napkin. If you can type numbers and move a mouse, then you can better your situation with our custom budgets.
We simply ask our clients to know what they spend their money on. We do not pinch pennies. We do not restrict spending. We show you how your monthly income is a resource from which many goals can be accomplished.