Who We Are
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We're here to provide the world’s most actionable financial planning experience to everyone, for free.
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Everyone who interacts with the Planswell brand must be enthusiastically satisfied with their experience.
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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.


Andrew Musick
Let me overthink this and get back to you.


Clover
I'm not above picking up boulevard furniture in broad daylight.


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.


Corey Small
I love eating out, so —for me— the idea of saving money means I need to cook at home like everyone else.


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.


Daniel Schloss
My favorite free subscription is to the public library. I almost never need to buy books.


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.


Jen Mastrud
I know this is controversial, but I’ve never understood why we need a whole aisle of toilet paper choices. The cheapest works. Four rolls, 68 cents.


Jon Inada
I like to thrift for clothes, partially for money-saving but also because I like the unique looks—like Nikes from way back in the day.

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Kristina Smith
I'm willing to eat beans on toast until payday for the perfect pair of jeans.


Lukasz Merdzik
Never skimp on professional services, like a lawyer or an accountant.

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Mark Maynard
I'll take a $5 plain white T over one that says Gucci on the front any day.


Mwangi Muthui
I keep it pretty simple. I just go to Walmart. You know, you generally can't beat Walmart's pricing.

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Neima Mohebiany
The no-name brand of Advil verses Advil itself is a quarter of the price and has the exact same ingredients.


Patty Carr
Buy luxurious bed sheets. They should be white, high-quality cotton, and very expensive. You will have no regrets.


Scott Gill
If you do not have an air fryer, you should get an air fryer. They're only 30-50 bucks and you’ll start making food that tastes better than the local restaurant.


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.


Tony Peters
Who said, "The best way to teach kids about taxes is by taking a third of their ice cream"? I wish it was me. Bwahahaha.


Trevor Oseen
When it comes to being cheap, I dilute the detergent.


Vanessa Robinson
I made a complete shift to buying most things at thrift shops. It's unbelievable what you can get.


Thomas King
Let me overthink this and get back to you.
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But wait! There's more!
Our artist is still perfecting the portraits of these great team members:
- Cody Potapoff
Your opportunities are waiting
- At least 10 exclusive prospective households per month
- World-class sales training
- Our beloved financial planning software
- Executive peer groups
