We believe everyone should have an amazing financial plan, for free

 

Without changing your current budget, your financial plan will recommend the absolute best way to grow and protect your wealth.
There’s no catch and it’s totally free.

 

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Free, easy and unbiased planning

Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most people will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.

That’s where we come in. Without changing your current budget, our financial plans recommend the absolute best way to grow and protect your wealth. Did we mention it’s free?

What’s a financial plan?

A financial plan is exactly what it sounds like – a plan for your finances. Building a financial plan typically involves evaluating your current financial situation (income, expenses, etc.) and then developing a strategy for your future based on your personal goals and stage in life.

Your financial plan makes it far easier to reach your short and long-term financial goals because you have clear and measurable targets to reach. For most people, the idea of building a financial plan can be overwhelming.

We’re not your average financial planner

Traditionally, good financial planning has been limited to the wealthy. At Planswell, we believe everyone should have access to the world’s best financial plans, for free. We blend patent-pending technology with financial experts that get to know you and your goals. We work them into a coherent and flexible plan that adapts to your life over time.

Your Planswell financial plan

Your plan will give you clear recommendations to optimize your borrowing, investing and insurance. It means knowing exactly what to do each month so you have enough money to enjoy every single stage of your life. Not only is your plan free, it’s mathematically sound and 100% in your best interest. We’ll also help you implement your plan at the lowest possible cost, because that’s the way it should be.

Your financial plan gets you:

 

 

Comprehensive, updateable financial plan for free
One-stop investments, insurance and mortgages
Ultra-low investment fees
Shop the best insurance and mortgage rates
Unlimited, expert advice
Relatable squirrel
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BANK BRANCH
FINANCIAL ADVISOR
FEE-ONLY PLANNER
ROBO ADVISOR

SO WHAT ARE YOU WAITING FOR?

Build your (really) free plan now

 

Start now