My first encounter with Planswell was by using its online platform which I found to be informative and intuitive to use. In addition, I love the resources on various finance topics which can be found also on its website. For me, Planswell's highlight is the fact that one can have a financial adviser who creates a personalized financial plan based on your goals and provides ultra useful insights and recommendations based on your needs! I had the great pleasure of working with Kevin Lade, who is knowledgeable, attentive, and possesses an easy-going communicative style; all making finance planning (a daunting task for many) super fun, informative and even inspiring. Thank you, Planswell, for the great concept and outstanding customer service !