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
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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
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.

benjamin
benjamin
Benjamin Nau

You should buy more bikes

Cassidy
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Cassidy Clark

DIY gifts: they’re low cost, high charm, and always appreciated.

conor
Conor Murphy
Conor Murphy

Want to save on gym fees? Your local park has free 'equipment' and a great view.

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.

dalton
Dalton
Dalton White

If opportunity doesn’t knock, build a door

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Dave
Dave Taylor

Skip the fancy coffee shop; your best brew might just be the one you make at home.

hanna
Yohan Hanna
Hanna Domingo

Keep your change in a jar—it adds up quicker than you think.

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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.

shaun
Shaunfrom Planswell
Shaun Esau

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

Thomas
thomas
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:

  • Muhsin Islah

 

TRY RISK FREE!

Your opportunities are waiting

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