The 3 P’s of GoPlan.
Peace of mind.
Productivity.
People.
Google financial wellness and you’ll find different definitions. But our GoPlan founder, Jim Hiles, said it best; “It’s having peace of mind.” It’s being free of financial stress and being prepared for life’s uncertainties. When your employees have peace of mind, you’ll have peace of mind.Â
Financial security for your employees means they won’t have the burden of finances coming to work with them. They’ll be able to focus more so their productivity will improve. How do we know? Because we’re not just another resource for your employees, we’re people too.
The 3 P’s of GoPlan.
Peace of mind. Productivity. People.
Google financial wellness and you’ll find different definitions. But our GoPlan founder, Jim Hiles, said it best; “It’s having peace of mind.” It’s being free of financial stress and being prepared for life’s uncertainties. When your employees have peace of mind, you’ll have peace of mind.Â
Financial security for your employees means they won’t have the burden of finances coming to work with them. They’ll be able to focus more so their productivity will improve. How do we know? Because we’re not just another resource for your employees, we’re people too. We’ve been there.
How Much Does Your Employee's Financial Stress Cost You?
How Much Does Your Employee's Financial Stress Cost You?
What is GoPlan Groups
What Makes Us Different
GoPlan Groups offers a combination of services that address the financial needs of all ages.
GoPlan Groups offers a combination of services that address the financial needs of all ages.
What Makes Us Different
for Employers 
DECREASE EMPLOYEE TURNAROUND
RECRUIT TOP TALENT
GAIN A COMPETITIVE EDGE
Why 
We’re more than just resources for your employees, we’re 
GoPlan Groups is comprised of individuals determined to make a difference in your employee’s lives. It’s what we’re passionate about because we’ve been in their shoes. We know the strain financial stress puts on work ethic and we’re committed to helping your group succeed!
Why
We’re more than just resources for your employees, we’re
GoPlan Groups is comprised of individuals determined to make a difference in your employee’s lives. It’s what we’re passionate about because we’ve been in their shoes. We know the strain financial stress puts on work ethic and we’re committed to helping your group succeed!
We believe a true Financial Wellness Benefit should cover all aspects of an employee’s financial life. This is why GOPLAN GROUPS covers everything from budgeting and taxes all the way to retirement planning and long-term care.
We are a FULLY comprehensive benefit with online and offline resources to better assist your employees on their journey to 
Our Resource Center is comprised of Articles, Videos, Training Material, Webinars, Podcasts and more!
We have topics that cover all aspects of your employee’s lives. Topics include: Estate, Wills, Trusts, Social Security, Medicare, Mortgages, Student Loans, Credit Card Debt, Education Planning, Education Funding, Life Insurance, Long Term Care, Retirement Planning, Budget Planning, Taxes, Investing, and Investments.
A pivot back to human advice! GoPlan Groups offers one-on-one coaching sessions for each of your employees. Our coaches serve as an additional resource to give a more personalized take on your employee's financial situations.Â
Your employees can connect with a coach to gain exposure to new ideas and have a person to bounce financial questions off of. Our coaches are experienced professionals and can benefit your employees and yourself!Â
Each employee will gain access to eMoney's comprehensive wealth management platform! They can start planning and saving for their financial goals while staying organized.Â
Learning to properly manage money is one of the key steps to alleviate the financial stress your employees are under on a day to day basis.Â
GoPlan Groups carefully selected a network of third-party experts to further improve your employee's financial well-being. We trust them and you should too! When your employees connect with our network they'll receive free discounts, free consultations, and more!
To name a few: Vanilla, Rocket Lawyer, LawDepot, eHealth Medicare, Ogden & Co., Social Security Advisors, Fellowship Home Loans, Smarterloan, Splash Financial, Cambridge Credit Counseling Corp., Silver Lion, College Wise, Quotacy, Circle CPA, Greenleaf Financial, Betterment, and Charles Schwab.