What is Planswell?
Almost no one knows what to do on a monthly basis to maintain their lifestyle. This makes it hard to plan for retirement, putting your kids through school and any unexpected situations. Your Planswell financial plan gives you clear recommendations to optimize your borrowing, investing and insurance so that you can feel better about your money.
Do you use Planswell?
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Recent Planswell Launches
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Planswell's Child Affordability Calc Calculate how much it actually costs to raise a child
Launched on April 14th, 2019
Planswell Alternatives
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5/5 based on 25 reviews
Reviews
•5 reviews
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?
•4 reviews
I finishe’d my online survey within 5min, 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.