Everyone who interacts with the Planswell brand must be enthusiastically satisfied with their experience. Our team works everyday to make sure experts, visitors, & employees have an amazing experience.
We’re all about making a positive impact on clients, partners, team members, the financial planning profession, and the whole wide world.
The physical and psychological safety of our employees and the people we interact with is more important than anything else we do. Unlike other areas of our business where we encourage learning through mistakes and failure, mistakes, and failure to adhere to our Code of Conduct and Workplace Violence, Harassment, and Discrimination policy will not be tolerated.
These policies are signed by every employee, contractor, advisor, and board member. By using Planswell’s services in any way, you are also agreeing to them, just like our terms of use and privacy policy. Links to these policies can also be found on the home page of Planswell.com.
