Customer Spotlight: How Pete the Planner Uses Our Online Form Builder

Written by Formstack on November 11, 2010

Posted in Case Studies

Pete the Planner is an award-winning financial planner that teaches people how to deal with money. If you haven’t already seen Pete you can find him on national and local television, read one of his books, or listen to his radio show titled Skills Your Dad Never Taught You. Pete is not your typical financial planner. He will force you to keep your goals with his goal based accountability system that focuses on three major components of your financial life: awareness, accountability, and communication.

Pete uses the online form builder for many reasons including assessments, goal setting forms, financial evaluations, and applications. He also uses Formstack to run online contests. Check out the Holiday Savings League contest that is going on now and you could win many great prizes including an iPod, gift cards, and more!

I sat down with Peter Dunn, owner of Pete the Planner to talk about how he has benefited from using our online forms.