GOPLAN GROUPS

THE ULTIMATE FINANCIAL WELLNESS BENEFIT

Another way to show your employees you care.

Another way to show your employees you care.

Our financial wellness benefit could cost as little as a cup of coffee, per employee, per month.

Request A Demo
Request A Demo
Cost Estimator

GOPLAN GROUPS

THE ULTIMATE FINANCIAL WELLNESS BENEFIT

Another way to show your employees you care.

Another way to show your employees you care.

Our financial wellness benefit could cost as little as a cup of coffee, per employee, per month.

Request A Demo
Request A Demo
Cost Estimator

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. 

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. 

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.

Here Are The Facts

Here Are The Facts

How Much Does Your Employee's Financial Stress Cost You?

Employees bring their problems to work with them.That costs you money.

GoPlan Groups limits financial stressors in your employees lives though financial coaching, education, planning, and implementation. When your employees aren’t stressed, they are in a better position to put their energy and focus on work, stay productive, and stay engaged.

This saves you money.

How Much Does Your Employee's Financial Stress Cost You?

Employees bring their problems to work with them.That costs you money.

GoPlan Groups limits financial stressors in your employees lives though financial coaching, education, planning, and implementation. When your employees aren’t stressed, they are in a better position to put their energy and focus on work, stay productive, and stay engaged.

This saves you money.

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.

COACHING

One-On-One Personalized Financial Coaching

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CONTENT

Articles, Videos, Training Courses, Webinars & Vendors

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SOFTWARE

Industry Leading Financial Planning Software

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NETWORK

Discounts & Free Consultations from our Trusted Third-Party Experts 

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COACHING

One-On-One Personalized Financial Coaching

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CONTENT

Articles, Videos, Training Courses, Webinars & Vendors

Learn More

SOFTWARE

eMoney’s Financial Planning Software

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NETWORK

Discounts & Free Consultations from our Trusted Third-Party Experts 

Learn More

What Makes Us Different

You Won’t Break the Bank

GoPlan Groups could cost as little as a cup of , per employee, per month!

Cost Estimator

Profiling for your employees.

Since your employees could be at different stages in their lives, we’ve created a profile tool to recommend content, courses and service companies specific to them and their needs. The very first step for your employees is to complete their online profile to get their personalized GoPlan Guide.

Profile Quiz

Profiling for your employees.

Since your employees could be at different stages in their lives, we’ve created a profile tool to recommend content, courses and service companies specific to them and their needs. The very first step for your employees is to complete their online profile to get their personalized GoPlan Guide.

Profile example

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!

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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!

is not just:

A 401K Plan

 An Investment Platform

A Marketing Strategy

We’re Financial 

Financial Wellness Whitepapers

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.

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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. 

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! 

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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. 

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. 

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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.

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