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
Why pay extra for a specific seat on a plane? Just show up early, be really nice, and ask if there’s an exit row seat available.
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
Knowledge is power: you hear it all the time, but knowledge is not power. It's only potential power. It only becomes power when we apply it and use it.
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
Cassidy Clark
DIY gifts: they’re low cost, high charm, and always appreciated.
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
Want to save on gym fees? Your local park has free 'equipment' and a great view.
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
Save your cash by turning old t-shirts into cleaning rags—fashion meets frugality!
Dave Taylor
Skip the fancy coffee shop; your best brew might just be the one you make at home.
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
Keep your change in a jar—it adds up quicker than you think.
Jack Cushnie
I'll start brainstorming, this seems high stakes
Jakoby Walker
You should not skimp on good quality butter.
Mark Maynard
I'll take a $5 plain white T over one that says Gucci on the front any day.
Paul Bae
Turn saving into a game—challenge yourself to go a day without spending once a week.
Sabrina Kolodzie
I caution against beginning or ending a quotation with ellipses.
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
- Andrew Travis
- 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