Planswell

Building unbiased financial plans for free in under 3 mins

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.

Discussion
Would you recommend this product?
23 Reviews5.0/5
Hey everyone, Eric here - CEO of Planswell. We’re excited to share with you what we’ve been working on over the past couple of years to help all individuals take control of their personal finances and feel better about their money. The reality is that almost no one knows what to do on a monthly basis to maintain their lifestyle. Most people will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected. With Planswell, you’ll get a free financial plan in less than 3 minutes that will give you clear recommendations to optimize your borrowing, investing and insurance. This means that you’ll now have the confidence of knowing what to do to reach your short and long term financial and life goals. Our free financial plans are now available in Canada (Quebec and the Territories coming soon) and for U.S. & international countries we’ve just launched a waiting list (planswell.com/waitlist) for you to become the first in your country to receive an free, mathematically accurate, unbiased financial plan. Thanks for taking the time to read this and check us out! We’d love your feedback so that we can continue to offer free financial plans and help everyone feel better about their money.

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?

Pros:

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.

Thanks for the positive review, Dan! We're focused on building something that is mathematically correct and unbiased, giving you an accurate and detailed plan that will tell you exactly what you need to do - we think we've hit the mark here.

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.

Pros:

Easy to use and great staff to help you create the perfect plan.

Cons:

Can’t think of anything

Thanks for the great review, Ryan and we're glad the experience has been a positive one! Insurance is a big one that's often overlooked, but arguably one of the most important parts of a true financial plan.
Love what this team is doing! For someone like me who is intimidated by financial planning and quite frankly have a lack of trust in the traditional services out there, it looks like Planswell offers a light weight and risk free alternative to getting my feet wet. Creating my plan now!
@chrisbuttenham thanks for the comment Chris and good move on taking the next step for your financial future. Our team will be ready to answer any questions you have about your plan (or finances in general) and guide you through everything!
I'm still living the scrappy startup founder lifestyle (i.e. no money or security of any kind)... but once there is more stability and income in my life, definitely gonna give Planswell a try. Looks like a good idea since not enough of us young people financially plan.
@alexsopinka thanks for the comment, Alex! Completely understand where you're at and one of the best things to do is just to get started with your plan. You'll soon realize that you might just be able to make more of a commitment than you thought. Either way, we're ready to answer your questions and guide you through everything when the time comes.