Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.
Your financial plan will give you clear recommendations to optimize your investments, mortgage and insurance. People will wonder how you got so smart.
Just about anyone you can talk to about your money is a commissioned salesperson. As a result, wealthy people tend to get biased advice, and non-wealthy people tend to get nothing at all.
Your plan is not only free, it’s mathematically sound and 100% in your best interest. If you ask us to implement your plan, we’ll do it at the lowest possible cost.
Answer some easy questions and we’ll do millions of calculations to build a plan for you.
You’ll see exactly what to do on a monthly basis to maintain your lifestyle now and in the future.
Just ask, and we’ll put your plan into action faster and cheaper than anywhere else.
You’re bound to have questions. Our friendly Plan Pros are here to make sure everything makes sense and you feel good about your plan. You can make arrangements to chat with them any time it’s convenient for you.
Your plan has some of the world’s largest and most secure asset managers, insurers and lenders in it. Your data is protected with bank-level security.
WHAT PEOPLE ARE SAYING
“This is such a wild shift in power dynamics, and as a single woman with a gaggle of children – who used to absolve herself of all financial responsibility – I can’t express the feeling of joy that comes from feeling like I’m a part of creating and embracing my own wealth and financial security. Grateful guys, thank you.”
Leisse Wilcox (Client since 2018)
“Another option is Planswell, a Toronto tech startup that recently started offering free financial plans online. After collecting information through a brief online questionnaire, the company’s software formulates a financial plan that includes borrowing, insurance, and investment. The whole process takes around three minutes.”
What I loved the most was seeing the big picture of my financial life. It was eye-opening how insurance and investing can work together to position me and my family for a better financial future.
Olivia R. (Client since 2017)
“We finally have a disruptive technology arriving on the doorstep of the financial services business.”
John Budden (Host of Money Talk on CFRA)
“Out of all the financial companies, you were the only one who took the time to give me all the mortgage information I needed.”
Veronique G. (Client since 2016)
“Planswell has been flooded with Canadians who are starving for unbiased, quality financial advice.”
Rob Lewis (President & Editor in Chief, Techvibes)
“I love that they make financial plans for you and actively are helping you to grow your wealth as a result. It’s a lot different compared to other financial advisory firms that once they have your money, don’t really seem to care about you. This was my experience at TD, I left and found the service to be much more personable at Planswell.”
Patrick Hood (Client since 2018)
Here are the answers to some questions we’re frequently asked by people.