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Planswell

Building unbiased financial plans for free in under 3 mins

5.0/5
About

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.

Would you recommend this product?
FinTech, etc.

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.

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CEO of Planswell and serial entrepreneur
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.
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Art Director / Co Founder Brüha

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

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CEO of Planswell and serial entrepreneur
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.
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Free advice, even over the phone or in person

Pros:

Easy, Eye Opening, Good for you

Cons:

None

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CEO of Planswell and serial entrepreneur
Thanks for the positive feedback and review, Will! We're glad to hear that your experience has been great so far!