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 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  

Meet Our Leadership Team

Jim Hiles

Founder and CEO

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.

Jim Dee

Co Founder

Jim Dee is a 30-year veteran of the financial planning business. He is an advisor at Greenleaf Financial and First Capital Advisor Group, LLC.Jim is a licensed advisor and has his Retirement Income Planning Consultant (RICP) designation from the American College of Financial Services. Jim is also a Certified Financial Education Instructor. His goal is to help individuals, families and businesses achieve financial success in terms they define.

Karen Templeton

Director of Operations

Karen Templeton is the Director of Operations for GoPlan 101. Karen’s career in customer service began over 34 years ago in the insurance industry. She has since worked for Depository Trust Company in New York City, owned a consulting and bookkeeping business and in doing so was also a consultant for the Catholic Archdiocese of New York. Karen’s career has evolved to include managing independent representative’s offices in the brokerage and registered investment advisory fields.

Eileen Moriarty

Client Relationship Manager

Licensed financial services professional with an extensive career in sales, client service and compliance roles. Throughout my career, I have enjoyed helping clients reach their goals either directly or by assisting wealth managers onboard clients in both the retail and affluent client segments.

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