Terms of service

Welcome to the Planswell website! Here are the terms and conditions that you must accept when you visit this site.

Don‘t take anything personally

Everything you see on our site, such as an article or a video or even a link to another website, is meant to give you general information. It is not meant to be taken as legal, accounting, financial, insurance, borrowing or tax advice, and it is not meant as an offer to sell you anything. You must create your own financial roadmap and talk to our experts in order to receive advice on your personal situation.

Let us know if you see a mistake

We love to help people understand money better. But we’re only human, so there will occasionally be a mistake on this site, or on a site that we link to. It could be a typo, an out-of-date number, or even something worded incorrectly. If something doesn’t look right to you, let us know and we’ll clear it up right away, but you can’t sue us over it.

Please respect our stuff

Everything on our site is protected by copyright and trademark laws. You are welcome to share our site with anyone you wish. You may be able to reproduce some of the content from our site if you talk to us about it first. But you are not allowed to take things from our site and publish them elsewhere without our permission. It’s not only illegal, it’s just not nice.

By completing our survey, you are agreeing that all information, including personal and sensitive personal data, provided through this tool will be collected, used and shared by Planswell with its strategic partners who will communicate with you about personalized financial roadmap and product offers.

If you have any questions about how we handle the privacy of your information, please see our privacy policy.


The best financial roadmap is also the easiest.
Build one today.