Who We Are
We're here to provide the world’s most actionable financial planning experience to everyone, for free.
Everyone who interacts with the Planswell brand must be enthusiastically satisfied with their experience.
We're all about making a positive impact on clients, partners, team members, the financial planning profession, and the whole wide world.
Our Team
Click on our cards to get to know us.
Abdullah Hussain
You should not skimp on good quality butter.
Aditya Bhatia
I only buy candy and food, specifically sour gummies and Chick-Fil-A.
Andy Cosby
I ended up saving $30k over the lifetime of my home by leveraging my car insurance provider with my home insurance provider. That was a 15-minute phone call. I don't know about you, but I like saving $30k in 15 minutes.
Amanda Evans
You should not skimp on good quality butter.
Amanda hodges
If you want something, just ask. The worst thing anyone can say in response is no.
Benjamin Nau
You should buy more bikes
Brad Parker
Cassidy Clark
I always have a quotation for everything - it saves original thinking.
Cody Boekestyn
You can't go wrong spending money on books—or on an audible subscription.
Cody Potapoff
When traveling with surfing gear, just say it's golf clubs and you won't be charged extra.
Conor Murphy
Let me overthink this and get back to you.
Craig Savolainen
Have yourself a 30-day list and if you want to buy something, put it on the 30-day list. If you're still thinking about buying it 30 days later, buy it.
Dalton White
If opportunity doesn’t knock, build a door
Danielle johnson
You should not skimp on good quality butter.
Dave Taylor
To quote or not to quote?
That is the question
Eric Arnold
When I canceled TV, they called me back three weeks later and they're like, “Hey, we’ve got a deal for you.” Seven bucks a month, and I actually saved money when they bundled other things I was already paying for separately. So, I got TV again.
Hanna Domingo
Let me overthink this and get back to you.
Jack Cushnie
You should not skimp on good quality butter.
Jakoby Walker
You should not skimp on good quality butter.
Jarell Downing
Buy Low-Sell High
Mark Maynard
I'll take a $5 plain white T over one that says Gucci on the front any day.
Paul Bae
You should not skimp on good quality butter.
Sabrina Kolodzie
I caution against beginning or ending a quotation with ellipses.
Sasha Pedko
Difficult roads lead to beautiful destinations
Sarah Ditmars
Let me overthink this and get back to you.
Scott Wetton
Credit cards are the safest form of payment out there with unlimited liability coverage. If somebody steals your debit card and runs up a big bill, you're screwed.
Shaun Esau
You should buy used outdoor equipment, like bikes or kayaks. Those things are tools, not jewels.
Tamara Antonijevic
I bought really expensive hiking shoes and I'm not sorry.
Trevor Oseen
When it comes to being cheap, I dilute the detergent.
Thomas King
Let me overthink this and get back to you.
But wait! There's more!
Our artist is still perfecting the portraits of these great team members:
- Duncan Alderdice
- Ryan Giberson
- Andrew Traviss
- Roshan Chandrasena
- Todd Newson
Your opportunities are waiting
- At least 10 exclusive prospective households per month
- World-class sales training
- Our beloved financial planning software
- Executive peer groups