Your retirement: planned well
Take our 3.5-minute questionnaire to get your
free retirement and financial plan.
“Building a plan was quick and easy. Understanding it was too. I love the colorful charts and images. They really help me see how my finances will play out over time.”
“I was worried I wouldn’t be able to live comfortably for the rest of my life. My financial plan showed me a couple tweaks I could make to ensure I didn’t have to compromise on how I wanted to live.”
“I have a heart condition, and never felt fully comfortable knowing I have some hefty medical bills down the road. My financial plan showed me how I can prepare for those, and I feel much better now.”
“I honestly didn’t think I’d be able to stay retired for the rest of my life. I’d resigned myself to going back to work at some point. My plan showed me a path forward where I won’t have to do that.”
Planswell is a small but mighty start up that is passionate about financial planning and advice.
Our dream and mission is to create a world where everyone has access to financial education and peace of mind.
That’s why we partner with financial advisors all over Canada and the United States to help us on our mission to make financial planning and advice accessible to everyone.
Our engine predicts how long your savings at retirement will last and make helpful recommendations that could allow you to prevent a lifestyle decline down the road due to running out of money.
If leaving something behind for your family is important to you, the engine will account for that, presenting options for you to invest or save in ways that will grow safely and last.
The engine recommends how much money to put toward an emergency fund in the event that you need to pay a hefty medical bill.
Any good financial plan includes insurance. The engine recommends how much insurance you need to protect yourself and your family in the event that the unthinkable happens.
Every plan has access to free expert advice from financial experts that live near you. Your financial expert can help you with things like:
Planswell will never ask you for financial account numbers, social security numbers, or other highly sensitive information. Information provided by you is protected with advanced data encryption via secure servers on a private network. From a practical point of view, we follow a clean desk policy with all sensitive information kept under lock and key.
Aside from our partners and service providers that assist us with running our business (financial services/products, anti-fraud, technology, communications, data analysis, legal and accounting partners) and those identified in the detailed long form below, we will not disclose, trade, rent, sell or otherwise transfer your personal information without your consent.
Yes, however, some recommendations in the plan may require a licensed advisor or agent, such as upgrading your insurance or remortgaging a home. Also, in many cases, a professional, human advisor can show you how some simple adjustments to your plan can make a massive impact on your lifestyle.
We encourage you to take advantage of your free plan review with one of our partners to see if any refinements are advisable.
Your financial plan and review with an advisor is completely free