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](https://partners.planswell.com/hubfs/abdullah-Apr-08-2022-05-20-20-71-PM.gif)
![Bitmap-3](https://partners.planswell.com/hubfs/Bitmap-3.jpg)
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](https://partners.planswell.com/hubfs/aditya.gif)
![Aditya from Planswell](https://partners.planswell.com/hubfs/Bitmap-Apr-16-2021-05-18-21-23-AM.png)
Aditya Bhatia
I only buy candy and food, specifically sour gummies and Chick-Fil-A.
![andy](https://partners.planswell.com/hubfs/andy.gif)
![Andy from Planswell](https://partners.planswell.com/hubfs/Bitmap-Apr-16-2021-05-19-36-03-AM.png)
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](https://partners.planswell.com/hubfs/amanda%20e%20card.gif)
![Amanda Evans](https://partners.planswell.com/hubfs/T011ELR0AF8-U05PX0PKGHJ-a3de09e97c55-512.jpg)
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](https://partners.planswell.com/hubfs/Untitled%20design-1.gif)
![T011ELR0AF8-U03M5BLGRDF-e893412e2248-512](https://partners.planswell.com/hubfs/T011ELR0AF8-U03M5BLGRDF-e893412e2248-512.png)
Amanda hodges
If you want something, just ask. The worst thing anyone can say in response is no.
![benjamin](https://partners.planswell.com/hubfs/benjamin%20card-1.gif)
![benjamin](https://partners.planswell.com/hubfs/1517691627182.jpg)
Benjamin Nau
You should buy more bikes
![Brad](https://partners.planswell.com/hubfs/2.gif)
![brad 1](https://partners.planswell.com/hubfs/brad%201.jpg)
Brad Parker
![Cassidy](https://partners.planswell.com/hubfs/4.gif)
![T011ELR0AF8-U03NH2V7P26-a56959c097ef-512 (1)](https://partners.planswell.com/hubfs/T011ELR0AF8-U03NH2V7P26-a56959c097ef-512%20(1).png)
Cassidy Clark
DIY gifts: they’re low cost, high charm, and always appreciated.
![cody](https://partners.planswell.com/hubfs/cody.gif)
![Cody Boekestyn](https://partners.planswell.com/hubfs/Cody%20Boekestyn.png)
Cody Boekestyn
You can't go wrong spending money on books—or on an audible subscription.
![cody potapoff](https://partners.planswell.com/hubfs/cody%20p.gif)
![cody potapoff](https://partners.planswell.com/hubfs/cody%20p.jpg)
Cody Potapoff
When traveling with surfing gear, just say it's golf clubs and you won't be charged extra.
![conor](https://partners.planswell.com/hubfs/conor.gif)
![Conor Murphy](https://partners.planswell.com/hubfs/Conor%20Murphy%202.jpg)
Conor Murphy
Want to save on gym fees? Your local park has free 'equipment' and a great view.
![craig](https://partners.planswell.com/hubfs/craig.gif)
![Craig from Planswell](https://partners.planswell.com/hubfs/01.png)
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](https://partners.planswell.com/hubfs/dalton%20card.gif)
![Dalton](https://partners.planswell.com/hubfs/1699467251857.jpg)
Dalton White
If opportunity doesn’t knock, build a door
![danielle card](https://partners.planswell.com/hubfs/danielle%20card.gif)
![009 Danielle Johnson](https://partners.planswell.com/hubfs/009%20Danielle%20Johnson.png)
Danielle johnson
Save your cash by turning old t-shirts into cleaning rags—fashion meets frugality!
![dave taylor-1](https://partners.planswell.com/hubfs/dave%20taylor-1.gif)
![Dave](https://partners.planswell.com/hubfs/download.jpg)
Dave Taylor
Skip the fancy coffee shop; your best brew might just be the one you make at home.
![eric](https://partners.planswell.com/hubfs/eric.gif)
![Eric from Planswell](https://partners.planswell.com/hubfs/Bitmap%20Copy%209.png)
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](https://partners.planswell.com/hubfs/hanna.gif)
![Yohan Hanna](https://partners.planswell.com/hubfs/Yohan%20Hanna.png)
Hanna Domingo
Keep your change in a jar—it adds up quicker than you think.
![Jack Cushnie](https://partners.planswell.com/hubfs/1.gif)
![jack](https://partners.planswell.com/hubfs/jack.png)
Jack Cushnie
I'll start brainstorming, this seems high stakes
![jakoby card](https://partners.planswell.com/hubfs/jakoby%20card.gif)
![1673576910006 (1)](https://partners.planswell.com/hubfs/1673576910006%20(1).jpg)
Jakoby Walker
You should not skimp on good quality butter.
![Jarell card-1](https://partners.planswell.com/hubfs/Jarell%20card-1.gif)
![Jarell Downing](https://partners.planswell.com/hubfs/1669045899558.jpg)
Jarell Downing
Buy Low-Sell High
![mark](https://partners.planswell.com/hubfs/mark.gif)
![Mark Maynard](https://partners.planswell.com/hubfs/headshots%20(26).png)
Mark Maynard
I'll take a $5 plain white T over one that says Gucci on the front any day.
![paul bae](https://partners.planswell.com/hubfs/paul%20bae%20wave.gif)
![1564670639745](https://partners.planswell.com/hubfs/1564670639745.jpg)
Paul Bae
Turn saving into a game—challenge yourself to go a day without spending once a week.
![Sabrina](https://partners.planswell.com/hubfs/3.gif)
![O3nl1v6R_400x400](https://partners.planswell.com/hubfs/O3nl1v6R_400x400.jpeg)
Sabrina Kolodzie
I caution against beginning or ending a quotation with ellipses.
![sasha card-1](https://partners.planswell.com/hubfs/sasha%20card-1.gif)
![Sasha Pedko](https://partners.planswell.com/hubfs/T011ELR0AF8-U05BFPGNQ06-c7787e43faa7-512.jpg)
Sasha Pedko
Difficult roads lead to beautiful destinations
![sarah](https://partners.planswell.com/hubfs/sarah.gif)
![1612012274028](https://partners.planswell.com/hubfs/1612012274028.jpg)
Sarah Ditmars
Lights off, savings on. Treat every day like Earth Hour and watch your bills drop.
![scott w](https://partners.planswell.com/hubfs/scott%20wwwwwww.gif)
![Scott from Planswell](https://partners.planswell.com/hubfs/04-1.png)
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](https://partners.planswell.com/hubfs/shaun.gif)
![Shaunfrom Planswell](https://partners.planswell.com/hubfs/04.png)
Shaun Esau
You should buy used outdoor equipment, like bikes or kayaks. Those things are tools, not jewels.
![tamara](https://partners.planswell.com/hubfs/tamara.gif)
![Tamara at Planswell](https://partners.planswell.com/hubfs/01-4.png)
Tamara Antonijevic
I bought really expensive hiking shoes and I'm not sorry.
![trevor](https://partners.planswell.com/hubfs/trevor.gif)
![Trevor at Planswell](https://partners.planswell.com/hubfs/03-3.png)
Trevor Oseen
When it comes to being cheap, I dilute the detergent.
![Thomas](https://partners.planswell.com/hubfs/thomas.gif)
![thomas](https://partners.planswell.com/hubfs/thomash.png)
Thomas King
Let me overthink this and get back to you.
![Portraits in progress](https://partners.planswell.com/hubfs/team%20page%20(2).gif)
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
![Opportunity-cards-bottom-3](https://partners.planswell.com/hubfs/Opportunity-cards-bottom-3.png)