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
Abdullah Hussain

You should not skimp on good quality butter.

Aditya from Planswell
Aditya Bhatia

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

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.

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Amanda Evans
Amanda Evans

You should not skimp on good quality butter.

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

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Brad Parker
I like to look at one or two random quotes each morning.
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Cassidy Clark

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

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 Murphy
Conor Murphy

Let me overthink this and get back to you.

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 White

If opportunity doesn’t knock, build a door

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009 Danielle Johnson
Danielle johnson

You should not skimp on good quality butter.

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Dave Taylor

To quote or not to quote?
That is the question

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.

Yohan Hanna
Hanna Domingo

Let me overthink this and get back to you.

Jack Cushnie
Jack Cushnie

You should not skimp on good quality butter.

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Jakoby Walker

You should not skimp on good quality butter.

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Jarell Downing
Jarell Downing

Buy Low-Sell High

Mark Maynard
Mark Maynard

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

paul bae
Paul Bae

You should not skimp on good quality butter.

Sabrina Kolodzie

I caution against beginning or ending a quotation with ellipses.

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Sasha Pedko
Sasha Pedko

Difficult roads lead to beautiful destinations

Sarah Ditmars

Let me overthink this and get back to you.

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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.

Shaunfrom Planswell
Shaun Esau

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

Tamara at Planswell
Tamara Antonijevic

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

Trevor at Planswell
Trevor Oseen

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

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




Your opportunities are waiting

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