In just 3 minutes, see when you can retire, how your wealth changes over the years, and find ways to improve, totally free.
Start NowTrusted by over 830k households.
“I went from sitting on the couch stressing about my finances to having a clear path to retirement, all thanks to Planswell”
“I had no idea I was able to retire so soon. Planswell automatically showed me ways to bump up my retirement income as well.”
“Can't believe this is free. Not only did I figure out when I can retire, but Planswell also showed me ways to pay down my debt faster!”
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.
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!