Meet the PlanWell Team Our team of CERTIFIED FINANCIAL PLANNERSTM is focused on providing an education first approach. By understanding the "why" of each recommendation, we have found it is easier to stay on track with your financial goals. We can help answer questions around private and federal workplace benefits as well as basic or complex financial planning. Our team has over 30+ years of experience in financial services. PlanWell can help you address your needs today and for the future. We look forward to working with you.