about us

Who We Are

Planswell for everyone
our mission

We're here to provide the world’s most actionable financial planning experience to everyone, for free.

Enthusiastically satisfied
our standard

Everyone who interacts with the Planswell brand must be enthusiastically satisfied with their experience.

Planswell Financially Stable
our values

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
Bitmap-3
Abdullah Hussain

You should not skimp on good quality butter.

aditya
Aditya from Planswell
Aditya Bhatia

I only buy candy and food, specifically sour gummies and Chick-Fil-A.

andy
Andy from Planswell
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 e card
Amanda Evans
Amanda Evans

You should not skimp on good quality butter.

Amanda
T011ELR0AF8-U03M5BLGRDF-e893412e2248-512
Amanda hodges

If you want something, just ask. The worst thing anyone can say in response is no.

benjamin
benjamin
Benjamin Nau

You should buy more bikes

Brad
brad 1
Brad Parker
I like to look at one or two random quotes each morning.
Braedon
Braedon-Freel
Braedon Freel

If people like you, they’ll listen to you, but if they trust you, they’ll do business with you.

Cassidy
T011ELR0AF8-U03NH2V7P26-a56959c097ef-512 (1)
Cassidy Clark

I always have a quotation for everything - it saves original thinking.

cody
Cody Boekestyn
Cody Boekestyn

You can't go wrong spending money on books—or on an audible subscription.

cody potapoff
cody potapoff
Cody Potapoff

When traveling with surfing gear, just say it's golf clubs and you won't be charged extra.

conor
Conor Murphy
Conor Murphy

Let me overthink this and get back to you.

craig
Craig from Planswell
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
Dalton
Dalton White

If opportunity doesn’t knock, build a door

danielle card
009 Danielle Johnson
Danielle johnson

You should not skimp on good quality butter.

dave taylor-1
Dave
Dave Taylor

To quote or not to quote?
That is the question

eric
Eric from Planswell
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
Yohan Hanna
Hanna Domingo

Let me overthink this and get back to you.

Jack Cushnie
jack
Jack Cushnie

You should not skimp on good quality butter.

jakoby card
1673576910006 (1)
Jakoby Walker

You should not skimp on good quality butter.

Jarell card-1
Jarell Downing
Jarell Downing

Buy Low-Sell High

mark
Mark Maynard
Mark Maynard

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

paul bae
1564670639745
Paul Bae

You should not skimp on good quality butter.

Sabrina
O3nl1v6R_400x400
Sabrina Kolodzie

I caution against beginning or ending a quotation with ellipses.

sasha card-1
Sasha Pedko
Sasha Pedko

Difficult roads lead to beautiful destinations

sarah
1612012274028
Sarah Ditmars

Let me overthink this and get back to you.

scott w
Scott from Planswell
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
Shaunfrom Planswell
Shaun Esau

You should buy used outdoor equipment, like bikes or kayaks. Those things are tools, not jewels.

tamara
Tamara at Planswell
Tamara Antonijevic

I bought really expensive hiking shoes and I'm not sorry.

trevor
Trevor at Planswell
Trevor Oseen

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

Thomas
thomas
Thomas King

Let me overthink this and get back to you.

Portraits in progress
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

 


 

TRY RISK FREE!

Your opportunities are waiting

  • At least 10 exclusive prospective households per month
  • World-class sales training
  • Our beloved financial planning software
  • Executive peer groups
Opportunity-cards-bottom-3