Like Having Your Own Financial Planner at Your Fingertips 24/7 - for free.

Wills, trusts, college, taxes, retirement and more. Our free eCourses help
you work towards your goals at your pace.

100% Unbiased

It's all about helping you stay accountable to your goals, not some sales pitch.

Free to Use

Take as many eCourses as you wish. No credit card required.

Rewards

You can earn rewards for completing eCourses and reaching goals.

How Does It Work?

We’ve created eCourses on hot topics like retirement planning, investments, and ID theft. They’re short-and-sweet for busy lifestyles. They include challenges such as updating your estate plan or fine-tuning your retirement goals. As you complete eCourses and challenges, you’re rewarded points that can be redeemed for one-on-one time with an independent financial planner. PlanWell is free to use for as long as you wish.

No Sales Pitch

We do not sell proprietary products. We are 100% independent. PlanWell is about helping people, not a sales pitch. We do not sell your personal information. We treat people like we want to be treated (and we don’t like our personal info sold).

Our business model is focused on you

We do not charge you to use the PlanWell site. You can register and use it for free for as long as you wish. If you earn points and redeem them for one-on-one time with an independent financial planner, no cost is incurred. We reward your effort with our expertise and time. If you run out of points and want more time, then you have the option of paying for additional time or working towards more points. If you’re not interested in speaking with a planner, that’s OK too. Above all, we want you to enjoy the site and focus on striving for your goals.

Employee wellness benefits

If your employer has offered you the PlanWell Workplace Financial Wellness Program, you have benefits that aren’t available to the general public. Consult your HR or benefits department for more details. Don’t have PlanWell at work, but wish you did? Tell HR about us. Don’t keep us a secret!

Our Mission

Our mission is to motivate people to work towards their financial goals. It’s not about “financial literacy” or subscribing to a financial magazine. It’s about our busy schedules and the human tendency of procrastination. No matter how smart you are or how much you make, we can all use some motivation and accountability. We’ve combined educational videos made by financial professionals with challenges to motivate you to take action. We love what we’ve built and think you will too.

Try PlanWell For Free Today

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TERMS AND CONDITIONS – PLANWELL

These terms and conditions govern your use of this website; by using this website, you accept these terms and conditions in full. If you disagree with these terms and conditions or any part of these terms and conditions, you must not use this website.
You must be at least 18 years of age to use this website. By using this website and by agreeing to these terms and conditions you warrant and represent that you are at least 18 years of age.
This website is only for use by United States residents due to regulatory requirements, unless authorized by FSFE. If you are not a US resident or you are a non-US resident and have not received authorization by FSFE to use this site, you may not use it.
Unless otherwise stated, Four Seasons Financial Education, herein known as FSFE, and/or its licensors own the intellectual property rights in the website and material on the website. Subject to the license below, all these intellectual property rights are reserved.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
Financial wellness services offered through RFG Advisory Group, a registered investment advisor.

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