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CALCULATE YOUR MAX RETIREMENT INCOME

Many people could spend more in retirement. See if that’s you in 3 minutes, for
free!

Start now



WHAT OUR USERS ARE SAYING

PATRICK

“I love that they make financial plans for you and actively are helping you to
grow your wealth as a result. It’s a lot different compared to other financial
advisory firms that once they have your money, don’t really seem to care about
you.”

LEISSE

“As a single woman with a gaggle of children – who used to absolve herself of
all financial responsibility – I can’t express the feeling of joy that comes
from feeling of creating and embracing my own wealth and financial security.
Grateful guys, thank you.”

OLIVIA

“What I loved the most was seeing the big picture of my financial life. It was
eye-opening how insurance and investing can work together to position me and my
family for a better financial future.”

VERONIQUE

“Out of all the financial companies, you were the only one who took the time to
give me all the mortgage information I needed.”

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Patrick
“I love that they make financial plans for you and actively are helping you to
grow your wealth as a result. It’s a lot different compared to other financial
advisory firms that once they have your money, don’t really seem to care about
you.”



Leisse
“As a single woman with a gaggle of children – who used to absolve herself of
all financial responsibility – I can’t express the feeling of joy that comes
from feeling of creating and embracing my own wealth and financial security.
Grateful guys, thank you.”


Olivia
“What I loved the most was seeing the big picture of my financial life. It was
eye-opening how insurance and investing can work together to position me and my
family for a better financial future.”


Veronique
“Out of all the financial companies, you were the only one who took the time to
give me all the mortgage information I needed.”


prevnext




ABOUT PLANSWELL

Planswell is a small but mighty start up that is passionate about financial
planning and advice.

Our dream and mission is to create a world where everyone has access to
financial education and peace of mind.

That’s why we partner with financial advisors all over Canada and the United
States to help us on our mission to make financial planning and advice
accessible to everyone.

Learn more



WHAT YOU’LL GET FROM YOUR FREE FINANCIAL PLAN


RETIREMENT AGE AND INCOME

Our engine predicts what your total savings at your retirement age (nest egg)
will be based on your desired retirement age, current savings, contributions and
risk tolerance. We then create an optimized draw down strategy to hit that
target income for life.


DEBT PLAN

The engine tallies up your debt and finds ways to consolidate your debt to the
lowest interest rate and free up your cashflow. Many people are surprised to see
lower monthly debt payments!


INVESTMENT PLAN

The engine recommends how much money to put toward your various account types.
It also takes into account how to optimize payments so you save money on taxes
and maximize your retirement.


INSURANCE PLAN

Any good financial plan includes insurance. The engine recommends how much
insurance you need to protect your future income in the event that you pass away
or become critically ill.


ADVICE FROM ADVISORS NEAR YOU

Every plan has access to free expert advice from financial experts that live
near you. Your financial expert can help you with things like:
 * Making sure your plan fits your needs and lifestyle
 * Increasing cashflow
 * Building wealth
 * Getting you the best insurance rates

HAVE QUESTIONS?


FREQUENTLY ASKED QUESTIONS

How do you keep my personal information safe?

Planswell will never ask you for financial account numbers, social security
numbers, or other highly sensitive information. Information provided by you is
protected with advanced data encryption via secure servers on a private network.
From a practical point of view, we follow a clean desk policy with all sensitive
information kept under lock and key.

Aside from our partners and service providers that assist us with running our
business (financial services/products, anti-fraud, technology, communications,
data analysis, legal and accounting partners) and those identified in the
detailed long form below, we will not disclose, trade, rent, sell or otherwise
transfer your personal information without your consent.

Can I implement these plans without an advisor?

Yes, however, some recommendations in the plan may require a licensed advisor or
agent, such as upgrading your insurance or remortgaging a home. Also, in many
cases, a professional, human advisor can show you how some simple adjustments to
your plan can make a massive impact on your lifestyle.

We encourage you to take advantage of your free plan review with one of our
partners to see if any refinements are advisable.

How much does this cost?

Your financial plan and review with an advisor is completely free




DO SOMETHING NICE FOR YOUR FUTURE SELF

Start now


ABOUT

 * About Us
 * What we do
 * Careers
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 * Press
 * Privacy Policy
 * Terms of Service


RESOURCES

 * Blog
 * Financial planning 101
 * Our assumptions
 * Sitemap
 * Workplace Violence, Harassment and Discrimination Policy
 * Code Of Conduct


TOOLS

 * Child Affordability Calculator
 * Insurance + Investments Calculator
 * Monthly Budget Calculator


SERVICES

 * Financial planning
 * For Advisors


CONTACT US


hello@planswell.com 1-844-218-7526
© 2023 Planswell Corp.