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

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

Founder 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

Co 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.

Eileen Moriarty

Client 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

Adding value through effective technology & information management

Earning trust in our relationships by always aligning our actions with our promises

A commitment to continuously develop software, people, and processes

Excellence in what we develop and deliver

Accountability for ourselves and our work