Your retirement: planned well
Take our 3.5-minute questionnaire to get your
free retirement and financial plan.
What our users are saying
Patrick
“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.”
Leisse
“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.”
Olivia
“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.”
Veronique
“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.”
Patrick
“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.”
Leisse
“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 of creating and embracing my own wealth and financial security. Grateful guys, thank you.”
Olivia
“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.”
Veronique
“Out of all the financial companies, you were the only one who took the time to give me all the mortgage information I needed.”
About Planswell
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.
What you’ll get from your free financial plan
Preserve Your Lifestyle
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.
Secure Your Legacy
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.
Plan for Medical Expenses
The engine recommends how much money to put toward an emergency fund in the event that you need to pay a hefty medical bill.
Protect Yourself
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.
Advice from advisors near you
Every plan has access to free expert advice from financial experts that live near you. Your financial expert can help you with things like:
- Preserving your lifestyle
- Being able to spend without worrying
- Leaving money for beneficiaries
- Setting up your will
- Planning for medical expenses
HAVE QUESTIONS?
Frequently Asked Questions
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