Our Mission: Providing Financial Wellbeing for All

GuidePlan was born from the realization that 70% of Americans are struggling financially, yet most financial wellness programs are simply not working.

The reasons why are simple, but they’re also easy to miss unless you’re looking for them.

1. The UX is Not Right

User experience is everything, and people don’t have the time, desire, or energy to log in to your content portal, search for content or use a financial calculator that they can find in seconds online. We live in an AI-driven digital world, and we must do better than static content behind a login.

2. It’s Not Easy

Most financial wellness programs require participants to attend appointments, make manual adjustments, monitor their progress, and engage in hands-on activities to make a real difference in their financial situation. For most people, that’s just not going to happen.

3. It’s Not Personal

Why in the world do we tell all employees to participate in a 401k plan when we don’t even know who they are or what they need? We must give personalized steps to each person based on their unique financial needs, not generic advice to the masses, and just hope it works.

In short, most financial wellness programs are hard to use. Which is why only 5% of employees take advantage of them.

@JudahMusick

Since 2005, Judah Musick has been on a mission to help employers create financial wellbeing for all though innovative solutions that actually work.

Through cutting edge product development and strategic partnerships with Fintechs, Record Keepers, Credit Unions and Community Banks we believe that we can solve the problem of ALICE in America.

It’s time to step up and innovate together for the financial wellbeing of our communities.

We can’t keep doing the things that don’t work and instead acknowledge that the American worker needs more, and work together to provide solutions that move the needle.

A single workplace benefit that is easy, automated and incentivized, which takes people on a personal journey from survival to impact and leads to financial wellbeing for all.

Our Core Values

Action – More than Words
Accountability – Own the Journey
Integrity – Do the Right Thing
Investment – Enrich Others
Knowledge – Renew Your Mind
Innovation – Never Settle

Book A Live Demo To See How It Works

Help every employee achieve the financial security they deserve with a 401(k) plan from GuidePlan.