Many people could spend more in retirement. See if that’s you in 3 minutes, for free!
Trusted by over 1 million people
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.
Answer 10 questions and get a complete overview of your current expected retirement, explanations of how it works, and a detailed plan of what you can do better.
Our AI finds ways your can easily improve your plan and shows you how they will change things.
We make it easy to talk to a Planswell expert to get specific advice on your situation.
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“My advisor has been a pleasure to talk to and has given me more financial advice in the last few weeks than I’ve been able to get from my bank in years.”
Started in 2022
I've had a fair number of meetings with financial planners in bank branches over the last few years, but none of the conversations have given me as concrete a financial picture as this simple 3 minute tool. Seriously, why can't the banks and financial advisors get this as right as Planswell got it?
Started in 2022
“Even months after I’ve @getplanswell, I still get so frustrated hearing friends making uninformed financial decisions. People - there are so many great places (including the Planswell team) out there to go to talk to someone that is not THE BANK #DoResearch #RantOver"
Started in 2022
“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.”
Started in 2022
I finished my online survey within 5 min, A staff member called me within 48 hrs to walk me through what I was seeing with my plan and answered any questions I had. The journeys been great so far and I finally have insurance and understand the value of insurance when it comes to my personal finances.
Started in 2022
"I am in the early days of my relationship with Planswell, but I couldn’t be happier. I have learned so many things about my investments that I have ignored for so long!"
Started in 2022
“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.”
Started in 2022
"He did a great job of explaining a potential track for reaching my goal of retiring early. Confirming a lot of the thinking I had for early retirement. He gave great advice on how to insure financial security for my family if disaster came about. Would very much recommend sitting down and having a consultation."
Started in 2022
I have loved my experience with Planswell so far. My Plan Pro Chris made everything so easy to understand and got my finances on the right track. Kudos to the whole team!!
Started in 2022
“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.”
Started in 2022
We love Planswell! My husband and I feel totally comfortable asking any and all questions about our finances--we don't feel judged or pressured to invest in any certain way. Thank you Planswell for helping a finance newbie understand her money :)
Started in 2022
"We're very pleased with the attentive service and excellent advice we received from Andy. He's so personable and easy to talk to. Finding a plan that worked for our family and opening accounts was an absolute breeze!"
Started in 2022
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!
