Leaders in Financial Planning, Pioneers in Financial Wellness, Champions for Financial Success!

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What is Financial Wellness

It’s Piece of Mind! It’s taking charge of your finances and being prepared for your future! Financial Wellness is something you work at, everyday, and GoPlan 101 can aid you in getting there!

Why is it Important?

50%

of American households live paycheck to paycheck

58%

of Americans have less than $1,000 saved

60%

of employees would be more likely to stay at a job if their employer offered financial wellness benefits

37%

of workers say they have more debt than they can manage

Our Story

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.

Meet Our Leadership Team

Jim Hiles
Jim HilesFounder 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
Jim DeeCo 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
Karen Templeton Director of Operations
Eileen Moriarty
Eileen MoriartyClient 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

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