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.

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We’re not your average financial planning company

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 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.

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Your Planswell financial plan

Your plan will give you clear recommendations to optimize your investing, mortgage 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 in your best interest.

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