Planswell
Planswell offers free, comprehensive financial planning services, including retirement predictions, debt strategies, and investment recommendations, with tools and resources available in multiple languages.
Financial Planning Services
Planswell offers a comprehensive financial planning service designed to address a wide range of financial needs. This includes retirement age and income predictions, debt consolidation strategies, investment recommendations, and insurance needs. The plans are designed to be actionable and are updated every six months to incorporate the latest data and estimates. These services aim to provide users with a clear roadmap to achieving their financial goals.
Financial Calculators and Tools
Planswell provides a variety of calculators and tools to help users manage their finances more effectively. These include an Insurance + Investments Calculator that assesses the impact of critical illness on retirement investments, a Monthly Budget Calculator, and a Child Affordability Calculator. The tools are available in multiple languages, including French and Chinese, ensuring broad accessibility.
Free Financial Advice
Users of Planswell have access to free financial planning services, including consultations with financial advisors. These advisors are located near the user's location, providing personalized advice and support. This free expert advice aims to make high-quality financial planning accessible to everyone, reinforcing Planswell's mission to deliver actionable financial planning to all.
Partnerships with Financial Advisors
Planswell partners with financial advisors across Canada and the United States to support users in managing their finances. The platform allows advisors to grow their client list by connecting them with exclusive households seeking financial guidance. Additionally, Planswell offers extensive support to these advisors, ensuring a beneficial partnership for both advisors and users.
Commitment to Data Security
Planswell ensures the security of user data with advanced encryption and secure servers. The company's detailed privacy policy is designed to protect user information and maintain trust. Users can be confident that their data is handled with the highest standards of security.