Many people could spend more in retirement. See if that’s you in 3 minutes, for free!
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We ask a handful of questions to understand where you're at.
After you understand where you are at currently, we let you tweak your plan. You can make changes to your spending rate, retirement date.
We designed our software to help anyone understand how retirement works, regardless of their experience in finance.
Sometimes you just need a second opinion. At Planswell, you can easily get your plan reviewed by an Expert that lives close to you. All 100% for free.
We ask a handful of questions to understand where you're at.
Takes your current efforts into consideration.
See for yourself in a simple chart.
Ask questions and get your plan reviewed.
“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.”
“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.”
“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.”
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.
Learn more about Planswell
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!
