Planswell

3 minutes from now, you’ll look like a genius

Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.

With Planswell, you can have an amazing plan in about 3 minutes. Your plan will give you clear recommendations to optimize your borrowing, investing and insurance. People will wonder how you got so smart.

Life’s good when you have a plan

Just about anyone you can talk to about your money is a commissioned salesperson. As a result, wealthy people tend to get biased advice, and non-wealthy people tend to get nothing at all.

Your plan is not only free, it’s mathematically sound and 100% in your best interest. If you ask us to implement your plan, we’ll do it at the lowest possible cost.

Here’s how it works:

1. Tell us about yourself
Answer some easy questions and we’ll do millions of calculations to build a plan for you.

2. Review your plan
You’ll see exactly what to do on a monthly basis to maintain your lifestyle now and in the future.

3. Make it happen
Just ask, and we’ll put your plan into action faster and cheaper than anywhere else.

Your advisor is always on call:

You’re bound to have questions. Our friendly Plan Pros are here to make sure everything makes sense and you feel good about your plan. You can make arrangements to chat with them any time it’s convenient for you.