GOPLAN GROUPS

THE ULTIMATE FINANCIAL WELLNESS BENEFIT

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
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

Here Are The Facts

Here Are The Facts

What is GoPlan Groups

What is GoPlan Groups

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

Learn More

CONTENT

Articles, Videos, Training Courses, Webinars & Vendors

Learn More

SOFTWARE

Industry Leading Financial Planning Software

Learn More

NETWORK

Discounts & Free Consultations from our Trusted Third-Party Experts 

Learn More

What Makes Us Different

What Makes Us Different

You Won't Break The Bank

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

Cost Estimator

You Won’t Break The Bank

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

Cost Estimator

We Know You're Busy

So let us do the work for you.

We’ll manage and oversee the entire onboarding process which includes an employee engagement schedule for the duration of your benefit. Why do we do it? Because it works — and we want your employees to have a seamless experience with their new financial wellness benefit.

View Engagement Guide 

How will you know if it works?

Because we’ll be in touch. You’ll receive quarterly reports documenting your employees engagement on our site. You’ll know what resources they’re utilizing and what topics they’re interested in. Our custom reporting lets you judge for yourself just how worthwhile our benefit is.

View Example Report

We Know You’re Busy

So let us do the work for you.

We’ll manage and oversee the entire onboarding process which includes an employee engagement schedule for the duration of your benefit. Why do we do it? Because it works — and we want your employees to have a seamless experience with their new financial wellness benefit.

How will you know if it works?

Because we’ll be in touch. You’ll receive quarterly reports documenting your employees engagement on our site. You’ll know what resources they’re utilizing and what topics they’re interested in. Our custom reporting lets you judge for yourself just how worthwhile our benefit is.

Another Differentiator

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.

Profile Tool

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 Tool

In the end, we'll save you money.

The slider below estimates how much your employee’s financial stress costs 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.

More Advantages For You

Financial Wellness benefits have been proven to:

DECREASE EMPLOYEE TURNAROUND

RECRUIT TOP TALENT

GAIN A COMPETITIVE EDGE

In the end, we'll save you money.

The slider below estimates how much your employee’s financial stress costs 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.

More Advantages For You

Financial Wellness benefits have been proven to:

DECREASE EMPLOYEE TURNAROUND

RECRUIT TOP TALENT

GAIN A COMPETITIVE EDGE

In Conclusion

GoPlan 101 is not just:

A 401K Plan

 An Investment Platform

A Marketing Strategy

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 financial wellness.

Request A Demo