Our Story

Leaders in financial planning, pioneers in financial wellness, champions for financial success

When the hunt for a financial wellness platform that could meet the needs of financial literacy came up empty of a practical solution, we made it our mission to develop the best comprehensive financial wellness platform on the market. Today, that same passion is what drives our quest to innovate, disrupt the status quo, and help people. Employers, associations and individuals can now realize their unique vision for financial success. Now GoPlan!

What We Value

MAKING THE COMPLEX SIMPLE

ADD VALUE THROUGH EFFECTIVE TECHNOLOGY AND INFORMATION MANAGEMENT

EARN TRUST IN OUR RELATIONSHIPS BY ALWAYS ALIGNING OUR ACTIONS WITH OUR PROMISES

A COMMITMENT TO CONTINUOUSLY DEVELOP SOFTWARE, INFRASTRUCTURE, PEOPLE AND PROCESSES

EXCELLENCE IN WHAT DEVELOP, SUPPORT AND DELIVER

ACCOUNTABILITY FOR OURSELVES AND IN EACH OTHER IN OUR WORK, ATTITUDES AND SUPPORT OF OUR CUSTOMERS

Leadership

Jim Hiles

GoPlan 101 Founder and CEO

About the Founder of GoPlan101

35 Years of Financial Learning , Planning, Advice and Relationships

Jim Hiles is an Entrepreneur, Advisor, Business Owner and Most of All, A Teacher.

Though establishing himself as advisor, writer and producer of GoPLan 101, Jim also is a senior leader in two companies, First Capital Advisors Group, LLC and First Capital Investment Partners, LLC.  He is a fiduciary and has achieved multiple professional certifications as well as a Master in Financial Services.

By focusing on everything from financial planning, investments, retirement and estate planning, to the spread of ideas and changing the way financial wellness is delivered, Jim has been able to motivate and inspire countless people around the country.

For more about Jim go to https://firstcapadv.com/staff/james-d-hiles/

Set Yourself Up for Success

Let’s talk about your needs and explore how our technology can be the solution you’re looking for.

Let’s Talk