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.
Simple and comprehensive. It's actually helpful!Cons:
Can I export results to spreadsheet so I can play with it more? Didn't see that.
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?Dan Priljeva has used this product for one year.
Easy to use and great staff to help you create the perfect plan.Cons:
Can’t think of anything
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.Ryan O'Neill has used this product for one month.