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GoPlan 101

Full company profile

uuid004iezq

Namestring
GoPlan 101
Legal namestring
GoPlan 101
Websiteurl
goplan101.com
Company typeenum
Private
Founded yearstring
-
Descriptiontext

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform operating as an affiliate of Wealth Enhancement Group, with advisory services provided through Wealth Enhancement Advisory Services, LLC, a SEC-registered investment advisor. The platform serves individuals and groups (access via group codes) across multiple life stages and financial topics including investing, budgeting, taxes, retirement planning, estate planning, Medicare, and student loans. Its product surface consists of a WordPress-based content platform with member authentication, delivering articles (452 blog entries by the GoPlan101 author alone), webinars (including the Financial Fitness Series and topic-specific sessions with partners like eHealth and Square One Credit Management), video content, external financial calculators (Retirement, Life Insurance, Long-Term Care), and one-on-one financial coaching via scheduled advisor calls.

The business model is subscription/membership-based, though pricing is not publicly disclosed and access requires group codes for organizational members or individual registration. The platform functions as a content-and-education funnel into Wealth Enhancement Advisory Services' advisory offerings, with RevenueAdvisor Representatives serving members. The go-to-market is hybrid: sales-led (via group codes distributed to organizations for employer/association-sponsored wellness programs) and event-driven (extensive free webinar programs serving as top-of-funnel lead generation). GoPlan 101 is a small operation with 5 employees, operating exclusively in the United States, and functions as a brand/delivery platform within the larger Wealth Enhancement Group ecosystem rather than as an independently scaled venture.

Short descriptiontext

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform serving individuals and employer groups with articles, webinars, calculators, and financial coaching, operating as an affiliate of Wealth Enhancement Group.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersLittle Silver, New Jersey, United States
HQ citystring
Little Silver, New Jersey
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial wellness education, retirement planning resources, investment education content, estate planning resources, budgeting tools
Industry2 codes
1Financial Education & Coaching (Digital Programs, Tools)
CodeFSAGADAHPrimaryYes
2Rollover & Distribution Advisory (IRA/401(k) Rollovers)
CodeFSAEABAGPrimaryNo
NAICS code1 code
  • Educational Support Services61171
SIC code1 code
  • Finance Services6199
Product category
Financial Wellness Education
Social media profiles1 record
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Membership Platform Services
TypeSubscription Recurring
Description

GoPlan 101 operates as a comprehensive Financial Wellness Education and Delivery Platform for individuals and groups, accessed via membership/group codes. The platform is an affiliate of Wealth Enhancement Group and provides advisory services through Wealth Enhancement Advisory Services, LLC.

goplan101.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Marketing or Sales, Operations, Technology or R&D, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform that provides individuals and groups with articles, webinars, videos, calculators, and downloadable worksheets covering investing, budgeting, taxes, retirement, estate planning, Medicare, and student loans. Members onboard via group codes issued to organizations or via individual registration, and the platform connects users to affiliated financial advisors through scheduled one-on-one calls for personalized planning.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

GoPlan 101 is a Financial Wellness Education and Delivery Platform offered by Wealth Enhancement Group, providing comprehensive financial education through a modular content system. The platform consists of the core GoPlan 101 Platform delivering Articles (written educational content), Webinars (video-based presentations), Financial Calculators (external tools), and Financial Coaching (advisor consultations). Resources are organized by topic including Investing, Budgeting, Taxes, Student Loans and Credit, Education Planning, Retirement Planning, Estate Planning, Long Term Care, Medicare, and Social Security. Users can access free educational content with additional group and individual coaching services available.

Product and service2 records
1GoPlan 101 Platform
CategoryFinancial Wellness Education Platform
Description

A membership-based financial wellness education and delivery platform that serves as the umbrella product offering individuals and groups access to articles, webinars, videos, calculators, and affiliated financial advisor consultations.

2Financial Coaching (Schedule A Call)
CategoryAdvisory Service
Description

Scheduled one-on-one financial advisor consultations available to platform members, delivered through affiliated Investment Advisor Representatives for personalized financial planning.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership5 partners
1eHealth
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2020-10-20
Description

GoPlan 101 partnered with eHealth for Medicare-related webinars and educational content. Medicare Solution webinars presented by GoPlan 101 and eHealth.

2Wealth Enhancement Group
Strategic tierCoreTypeOthers
Description

GoPlan 101 is published by Wealth Enhancement Group. The site is copyrighted 2024 by Wealth Enhancement Group. GoPlan 101 is an affiliate platform of Wealth Enhancement Group.

3Wealth Enhancement Advisory Services, LLC
Strategic tierCoreTypeOthers
Description

Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Investment Advisor Representatives serve members of the platform.

4Square One Credit Management
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Square One Credit Management collaborated with GoPlan 101 on a credit score webinar, addressing credit score myths and tips for viewers.

5First Capital (First Capital Advisors Group, LLC)
Strategic tierMinorTypeOthers
Description

Jim Hiles, a key contributor to GoPlan 101, is associated with First Capital Advisors Group, LLC. Content includes Raymond James Investment Views and market commentary. First Capital is a federally registered investment adviser under the Investment Advisers Act of 1940.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

GoPlan 101

Financial Wellness Educationgoplan101.com

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform serving individuals and employer groups with articles, webinars, calculators, and financial coaching, operating as an affiliate of Wealth Enhancement Group.

What GoPlan 101 does

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform operating as an affiliate of Wealth Enhancement Group, with advisory services provided through Wealth Enhancement Advisory Services, LLC, a SEC-registered investment advisor. The platform serves individuals and groups (access via group codes) across multiple life stages and financial topics including investing, budgeting, taxes, retirement planning, estate planning, Medicare, and student loans. Its product surface consists of a WordPress-based content platform with member authentication, delivering articles (452 blog entries by the GoPlan101 author alone), webinars (including the Financial Fitness Series and topic-specific sessions with partners like eHealth and Square One Credit Management), video content, external financial calculators (Retirement, Life Insurance, Long-Term Care), and one-on-one financial coaching via scheduled advisor calls.

The business model is subscription/membership-based, though pricing is not publicly disclosed and access requires group codes for organizational members or individual registration. The platform functions as a content-and-education funnel into Wealth Enhancement Advisory Services' advisory offerings, with RevenueAdvisor Representatives serving members. The go-to-market is hybrid: sales-led (via group codes distributed to organizations for employer/association-sponsored wellness programs) and event-driven (extensive free webinar programs serving as top-of-funnel lead generation). GoPlan 101 is a small operation with 5 employees, operating exclusively in the United States, and functions as a brand/delivery platform within the larger Wealth Enhancement Group ecosystem rather than as an independently scaled venture.

GoPlan 101 firmographics

Firmographics
Name
GoPlan 101
Legal name
GoPlan 101
Website
https://goplan101.com
Company type
Private
Operating status
Operating
Headcount range
1–10 employees
Short description
GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform serving individuals and employer groups with articles, webinars, calculators, and financial coaching, operating as an affiliate of Wealth Enhancement Group.
Ownership category
akta.pro rank

GoPlan 101 industry classification

Industry
Product category
Financial Wellness Education
NAICS
Educational Support Services (61171)
SIC
Finance Services (6199)
akta.pro primary industry
Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)
akta.pro secondary industry
Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG)

Keywords

  • Financial wellness education
  • Retirement planning resources
  • Investment education content
  • Estate planning resources
  • Budgeting tools

Where GoPlan 101 is headquartered

Location

Headquarters

HQ city
Little Silver, New Jersey
HQ country
United States
HQ region
North America

Offices1 record

Markets served

GoPlan 101 business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

  1. Membership Platform Services: GoPlan 101 operates as a comprehensive Financial Wellness Education and Delivery Platform for individuals and groups, accessed via membership/group codes. The platform is an affiliate of Wealth Enhancement Group and provides advisory services through Wealth Enhancement Advisory Services, LLC.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

GoPlan 101 product offering

Product offering

Core offering

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform that provides individuals and groups with articles, webinars, videos, calculators, and downloadable worksheets covering investing, budgeting, taxes, retirement, estate planning, Medicare, and student loans. Members onboard via group codes issued to organizations or via individual registration, and the platform connects users to affiliated financial advisors through scheduled one-on-one calls for personalized planning.

Product overview

GoPlan 101 is a Financial Wellness Education and Delivery Platform offered by Wealth Enhancement Group, providing comprehensive financial education through a modular content system. The platform consists of the core GoPlan 101 Platform delivering Articles (written educational content), Webinars (video-based presentations), Financial Calculators (external tools), and Financial Coaching (advisor consultations). Resources are organized by topic including Investing, Budgeting, Taxes, Student Loans and Credit, Education Planning, Retirement Planning, Estate Planning, Long Term Care, Medicare, and Social Security. Users can access free educational content with additional group and individual coaching services available.

Differentiator

Problem solved

Functional benefit

Products and services

  • GoPlan 101 Platform A membership-based financial wellness education and delivery platform that serves as the umbrella product offering individuals and groups access to articles, webinars, videos, calculators, and affiliated financial advisor consultations.
  • Financial Coaching (Schedule A Call) Scheduled one-on-one financial advisor consultations available to platform members, delivered through affiliated Investment Advisor Representatives for personalized financial planning.

Companies that use GoPlan 101

Customer profile

Segments5 records

Ideal customer profiles2 records

GoPlan 101 technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

GoPlan 101 partnerships and signals

Strategic signal

Partnerships

Five partnerships are on record, tiered minor and core.

  • eHealthminorStrategic or Co-development Partner · 20 October 2020GoPlan 101 partnered with eHealth for Medicare-related webinars and educational content. Medicare Solution webinars presented by GoPlan 101 and eHealth.
  • Wealth Enhancement GroupcoreOthersGoPlan 101 is published by Wealth Enhancement Group. The site is copyrighted 2024 by Wealth Enhancement Group. GoPlan 101 is an affiliate platform of Wealth Enhancement Group.
  • Wealth Enhancement Advisory Services, LLCcoreOthersAdvisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Investment Advisor Representatives serve members of the platform.
  • Square One Credit ManagementminorStrategic or Co-development PartnerSquare One Credit Management collaborated with GoPlan 101 on a credit score webinar, addressing credit score myths and tips for viewers.
  • First Capital (First Capital Advisors Group, LLC)minorOthersJim Hiles, a key contributor to GoPlan 101, is associated with First Capital Advisors Group, LLC. Content includes Raymond James Investment Views and market commentary. First Capital is a federally registered investment adviser under the Investment Advisers Act of 1940.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

GoPlan 101 competitors and assessment

Company assessment

Market position

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

GoPlan 101 social profiles

Digital presence

GoPlan 101 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

GoPlan 101 leadership team

Management profile

Number of profiles

Profiles2 records

GoPlan 101 funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

GoPlan 101 M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GoPlan 101

What does GoPlan 101 do?

GoPlan 101 is a membership-based Financial Wellness Education and Delivery Platform that provides individuals and groups with articles, webinars, videos, calculators, and downloadable worksheets covering investing, budgeting, taxes, retirement, estate planning, Medicare, and student loans. Members onboard via group codes issued to organizations or via individual registration, and the platform connects users to affiliated financial advisors through scheduled one-on-one calls for personalized planning.

Is GoPlan 101 a public or private company?

GoPlan 101 is a private company. It is classified as corporate owned and is currently operating.

When was GoPlan 101 founded?

GoPlan 101 was founded in -1. It employs 1 to 10 people.

Where is GoPlan 101 based?

GoPlan 101 is headquartered in Little Silver, New Jersey, United States, in the North America region.

How does GoPlan 101 make money?

One revenue line is on record: membership Platform Services.

Does GoPlan 101 have an API?

No public API is recorded for GoPlan 101.

What industry is GoPlan 101 in?

GoPlan 101's product category is Financial Wellness Education. Its primary akta.pro industry code is FSAGADAH, Financial Education & Coaching (Digital Programs, Tools), with a secondary code of FSAEABAG, Rollover & Distribution Advisory (IRA/401(k) Rollovers). Its NAICS code is 61171 and its SIC code is 6199.

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