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.

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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.

andrew
Andrew Musick sml
Andrew Musick

Let me overthink this and get back to you.

clover
Clover headshot
Clover 

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

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.

corey
Corey Small
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
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.

daniel
Daniel Schloss
Daniel Schloss

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

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.

jen
Jen from Planswell
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
Jon from Planswell
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 at Planswell
Kristina Smith

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

lukasz
Lukasz from Planswell
Lukasz Merdzik

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

mark
Mark Maynard
Mark Maynard

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

mwangi
Mwangi-Muthui
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
Neima Mohebiany

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

patty
patty headshot
Patty Carr

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

scott g
Scott America
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 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.

Tony
Tony-Peters
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
Trevor at Planswell
Trevor Oseen

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

vanessa
Vanessa from Planswell
Vanessa Robinson

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

Thomas
thomas
Thomas King

Let me overthink this and get back to you.

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