Get to Know Gainplan: Fun Facts About Our Team and Services

At Gainplan, we believe in creating a welcoming environment for both our team and clients. From office traditions to exciting milestones, here are some interesting facts about us that you may not have known!

A Workplace That Keeps You Going

One thing you can always count on at the Gainplan office? Snacks! Whether you’re in the mood for chocolate or potato chips, we’ve got you covered. Our team members are spread out across Michigan, with the furthest two Gainplanners living nearly two hours apart. Despite the distance, we stay connected—if you have a meeting coming up, expect a timely reminder from us.

We’re also growing! Soon, we’ll be adding another registered CFP® candidate to our team, as Patrick Nalepa is currently taking classes toward his certification.

Our Reach and Client Services

Gainplan is proud to serve clients in 25 different states, offering a wide range of financial planning services, including 401(k) management for companies. We make sure clients have full access to their financial information—all reports discussed in meetings can be easily reviewed through eMoney.

Exciting Opportunities and Milestones

We love rewarding our clients for their trust in us. That’s why we have a referral program that allows clients to refer a friend, relative, or colleague. As a thank-you, they have the opportunity to attend our exclusive boat cruise in the fall! If you know someone who could benefit from our services, don’t hesitate to reach out to the Gainplan team.

And finally, a big celebration is on the horizon—this June, Gainplan will celebrate its third anniversary! We’re grateful for our clients and team members who have helped us reach this milestone.

We hope you enjoyed these fun facts about Gainplan. Whether you’ve been with us for years or are just getting to know us, we appreciate you being part of our journey!

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