Planswell is an amazing solution for your financial planning needs. Our go-to, Andy, has been our North Star for all matters related to our financial needs. Not to mention the money they've saved us in fees - most financial services practices have a tendency to charge exorbitant amounts for their services. Not these guys! Further, Andy is available whenever we've reached out - regardless of the time and even the day! With one of us being a dental professional, we were considering going somewhere else because we were not sure if this team would be able to service our needs. So we called Planswell to break up, but they managed to change our mind. If you're a dental professional, save yourself some fees and skip the dental professional financial advisors who will simply overcharge you fees because they feel you can afford it, and not really afford any different services. These guys will do right by you, regardless of your profession or income. Seriously, do yourself a favour and retain these guys. You won't regret it.