At Planswell, our process is quick and straightforward:
1. Create your plan
Answer about 40 short questions to create your free financial plan. It will include investments, insurance, and borrowing strategies to reach all of your goals.
2. Review your plan
You’ll see everything you need in a simple, one-page summary. If you have questions, you can talk to our plan experts at any time.
3. Implement your plan
If you like your plan, you’re welcome to take it away for free. Or, just ask, and we’ll implement everything for you faster and cheaper than anyone else.
Every six months, we’ll ask you to take a few minutes to update your plan. This will help make sure you reach all your goals, just like we planned.