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!