Every month, thousands of people come to us with financial questions. We connect them with qualified financial professionals who can help.
You might come for the introductions, but you'll stay for the training. We've tested thousands of approaches so you don't have to.
Use our proprietary software with all of your clients whether or not you met them through us. Or, use your existing software. Your clients, your choice.
All Planswell consumers receive a financial plan from us— typically 24-48 hours before meeting you, with reported AUM of $300k on average.
We love fan mail! In fact, we aim to create the most complimented financial planning experience for clients and advisors alike—and we're well on our way. Have feedback? Email firstname.lastname@example.org.