# Planswell

- **Website:** <https://planswell.com>
- **Primary alias:** `planswell.com`
- **Founded:** 2015
- **Employees:** 11+
- **Location:** Toronto, Ontario, Canada
- **Company kind:** PRIVATELY HELD

## Description

Planswell is a passionate and dedicated start-up that focuses on providing accessible financial planning and advice. Our goal is to create a world where everyone has access to financial education and peace of mind. To achieve this, we have partnered with financial advisors across Canada and the United States who help us in our mission. When you sign up for our free financial plan, you'll receive a comprehensive analysis of your retirement age and income. Our engine predicts your total savings at retirement based on factors such as desired retirement age, current savings, contributions, and risk tolerance. We also create an optimized drawdown strategy to ensure a consistent income for life. In addition to retirement planning, our plan includes a debt management strategy to consolidate your debts and lower monthly payments. We also offer investment recommendations to maximize your savings and minimize taxes. And, of course, any good financial plan includes insurance, so we provide guidance on the right coverage to protect your future income. With Planswell, you not only get a personalized financial plan, but you also have access to expert advice from financial professionals near you. They can help tailor your plan to your specific needs, increase your cash flow, and assist with building wealth. Plus, all your personal information is kept safe and secure through advanced data encryption. Start planning for your future today with Planswell and take advantage of our free financial plan. Your future self will thank you.

## Industries

- 💰 Finance

## Links

- [youtube](https://youtube.com/channel/UCkqoF6P3vXKnfdsPUgkog4g)
- [twitter](https://twitter.com/getplanswell)
- [instagram](https://instagram.com/getplanswell)
- [linkedin](https://linkedin.com/company/planswell)
- [facebook](https://facebook.com/planswell)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idJH5cNcgE/w/820/h/183/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1773086736153)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idJH5cNcgE/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1773086736228)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Mountain Meadow | #16a55a | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- Crimson Text — asset _(google)_
- -apple-system — asset _(system)_
- Lato — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idJH5cNcgE/w/1500/h/500/idCtDgReHE.jpeg?c=1bxid64Mup7aczewSAYMX&t=1773086736369)

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_Source: <https://brandfetch.com/planswell.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._