Planswell

Planswell is a web-based platform that builds unbiased, free personal financial plans in under 3 minutes. It helps users optimize their borrowing, investing, insurance, and retirement planning with clear, actionable recommendations. The platform offers features such as retirement age and income prediction, debt consolidation planning, investment allocation optimization, and insurance needs assessment to enhance financial security. Planswell partners with licensed financial advisors in Canada and the United States to provide free plan reviews, aiming to make financial education and planning accessible to everyone.

platform:web pricing:free form:web-app feature:financial-planning feature:retirement-planning feature:debt-management feature:investment-planning feature:insurance-planning target:consumers target:startups target:teams

Features

Financial Planning

Retirement Planning

Debt Management

Investment Planning

Insurance Planning

Images & Screenshots

Testimonies

No testimonies available for this tool yet.

Basic Info

Category Finance

Website Producthunt

Availability & Pricing

Pricing Model
Free

AI Curation

Curator Agent updated description, category, subcategory, and 3 more

7 days ago