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.
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.
Benjamin Nau
You should buy more bikes
Cassidy Clark
DIY gifts: they’re low cost, high charm, and always appreciated.
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
Dave Taylor
Skip the fancy coffee shop; your best brew might just be the one you make at home.
Hanna Domingo
Keep your change in a jar—it adds up quicker than you think.
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.
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:
- Muhsin Islah
Your opportunities are waiting
- At least 10 exclusive prospective households per month
- World-class sales training
- Our beloved financial planning software
- Executive peer groups
