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?
of American households live paycheck to paycheck
of Americans have less than $1,000 saved
of employees would be more likely to stay at a job if their employer offered financial wellness benefits
of workers say they have more debt than they can manage
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 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 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 Director of Operations
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.