“Financial planning should meet you where you are…not where someone thinks you should be.”

EVERY STORY DESERVES A PLAN

Financial planning is too often reserved for the wealthy or hidden behind jargon and high fees. At Well Planned, we believe everyone deserves real, actionable financial guidance—clear, practical, and designed for real life.
Description

“I started Well Planned because I wanted to build something different - something for people who just want to feel in control of their money. Most financial guidance is designed for those who already have significant assets, while everyone else is left to piece things together on their own.

Well Planned is a comprehensive system created to guide you step by step, focusing on what matters most to you. It’s about finding direction, building understanding, and moving forward with peace of mind.

Armed with knowledge and determination…you can do this!”

Alaina Sanders
(AKA Penny)

About The Founder

With a background in mechanical engineering and a career that began at the Kennedy Space Center, Alaina Sanders knows the power of precision and planning. But after turning her focus to real estate investing and financial strategy, she realized most people lacked access to practical, affordable financial guidance.

Now a CERTIFIED FINANCIAL PLANNER (R) professional and licensed advisor with a Series 65, Alaina brings over 15 years of experience helping individuals build confidence and clarity with their money. Her approach blends real-world lessons with professional expertise—because financial wellness isn’t just for the wealthy; it’s for everyone ready to take control of their future.
WELL PLANNED MAKES FINANCIAL PLANNING ACCESSIBLE, PRACTICAL, AND ACTIONABLE. WE GIVE YOU THE TOOLS AND SELF-ASSURANCE TO TAKE CONTROL OF YOUR FINANCES—NO MATTER WHERE YOU’RE STARTING.
OUR PHILOSOPHY
Accessible
Guidance for everyone, not a select few.
PRACTICAL
Strategies that work in real life.
ACTIONABLE
Knowledge only matters if it leads to action.
EMPATHETIC
We meet you where you are.
LONG-TERM FOCUSED
Balancing today’s needs with tomorrow’s opportunities.
WHY WE DO WHAT WE DO
Too often, people navigate finances alone—overwhelmed and unsure. Well Planned bridges that gap by helping you take control of your finances, make informed decisions, and build long-term confidence.
Our Approach
FINANCIAL PLANNING DOESN’T HAVE TO BE COMPLICATED.
Think of us as your co-pilot for your financial journey.

What Makes Us Different

No Jargon, No Fluff
Think of us as your co-pilot for your financial journey.
For The Everyday Person
Help for anyone ready to improve their financial life.
Guided, Not Managed
Empowering you to take control, not hand over your money.
HOLISTIC
APPROACH
Covering everything from budgeting and debt to investing and retirement planning.
We envision a world where financial planning is not intimidating or exclusive. Everyone should have the tools, guidance, and confidence to make smart decisions. At Well Planned, we’re creating that world—one step, one decision, one plan at a time.
READY TO START YOUR JOURNEY? COMPLETE YOUR QUIZ, EXPLORE OUR MODULES, AND CREATE A PERSONALIZED ACTION PLAN TO TAKE CONTROL OF YOUR FINANCES TODAY.
Start My Plan