At Planswell, we believe everyone should have financial peace of mind.
Get a full financial plan, all on your phone or computer., without looking up pay stubs and tax returns.
Build your wealth, protect your family and minimize your borrowing costs with one monthly contribution. Just review and update your plan every six months.
Save a lot of money, pay lower fees and never buy anything you don’t need.
Set everything up online and over the phone instead of spending days or weeks shopping around, having meetings and doing paperwork.
We‘ll do millions of calculations to make sure that every dollar you put into your plan works as hard as possible for you.