Your Very Own Personal Financial
Advisor In Your Pocket
Our Super Personalized Financial Planning App Helps You Plan For Every Financial Goal.
Plan for Retirement
Plan long term and find your path to financial freedom.
Plan Finances for Your New Home
Calculate your personalized home affordability and see the ripple effects on other goals.
Save for College
Know exactly how much to save for kids' education and impact on other goals.
Run 'What-if' Scenarios
Figure out how changes to income, expenses, inflation affect your financial plans.
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What Early Customers Say
“Planwell gave us a big picture view of our finances in seconds. I love how quickly you can change things to estimate different scenarios.”
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Hillary R
Neonatologist & Mom
“It showed me exactly where to cut and what tradeoffs to make to retire at 55. Offers the clarity a spreadsheet never gave me.”
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Jesper M
FIRE enthusiast
“I used Planwell to plan my kids' college plus my own retirement. It took into account all possible variables and gave me actionable results.”
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Vibha I
Physician & Mom
What-if scenarios to make the right decisions
- If you could reduce your expenses by 20%, can you retire early?
- If you buy a larger home, how does that impact lifestyle choices such as travel or buying a Tesla?
- If you want to work part time to spend more time with your kids, how will it impact finances?
Retirement & Financial Freedom
Dreaming of financial freedom? Find out your retirement readiness and get actionable recommendations.
Earliest retirement age: Planwell analyzes your lifestyle, savings, and goals to show the earliest age at which you can reach financial independence.
Personalized recommendations: Find out how much you need to save to achieve retirement goals.
Personalized Recommendations
Your Target retirement age
58
Earliest you can retire
54
$1.5M
Amount Needed at Retirement
$2M
Amount You Will Have at Retirement
Find Your Financial Sweet Spot
Find out exactly how much house you can afford - while simultaneously achieving major life goals.
See if your cash flow can comfortably cover your mortgage and whether you have the funds ready for a down payment on your dream home.
Analyse the impact of buying a home on your retirement and other financial goals.
Key Features
Cash Flow Projections
See lifetime inflows, outflows and savings.
Asset Breakdown
Tax deferred, Tax free & Taxable assets, all in one view.
Income Modeling
Build in raises, part-time work or career breaks into your financial plan.
Life Stage Expenses
Plan for expenses at each stage of life: childcare, medical costs and more.
Frequently Asked Questions
What is Planwell?
Who is Planwell built for?
Can Planwell help with FIRE planning? Does it plan for different types of FIRE such as BaristaFIRE, CoastFIRE, FatFITRE, LeanFIRE ?
Can Planwell help me plan a career break or sabbatical?
Do I need to link my bank accounts to use Planwell?
Is my financial data secure and private?
How much does Planwell cost?
How It Works.
Step 1
Enter Your Income, Expenses & Other Key Financial Information
Step 2
Specify Your Goals: Retirement, Kids', College, Travel
Step 3
Get Your Own Personalized Financial Plan & Actionable Recommendations