With Pat, I had my first experience with investing that I can actually say was very positive! He is a wonderful resource for investing - in our first meeting he listened to my situation and was able to leverage his excellent understanding of my current situation and fianancial/career/home goals to tailor his recommendations and advice to my needs. Pat's knowledge and excellent communication compliments Planswell's tech seamlessly. The experience is collaborative and not pushy at all. The advice he continues to give from basic finances to current market trends is highly valuable. I would strongly recommend Pat as a plan pro and Planswell overall as strong and refreshing finance allies.