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PLAN

A personalized roadmap to reach your financial goals.

 

INVEST

Automated investing based on Nobel Prize-winning research.

 

TRACK

Daily financial account analysis and goal progress reports.

 
 
BrightPlan helps you plan for all your life goals

A Custom Plan for Every Goal.

We make it easy for anyone to plan and invest for their life goals with customized financial plans, designed in minutes.

  • Take a trip
  • Retire in style
  • Buy a home
  • Save for education
  • Start a business
  • Make a major purchase

Your digital financial advisor.

Our advanced software creates a financial plan tailored to your goals. Every goal gets its own risk profile, timeline, portfolio and investment account.

How It Works
Achieve your goals with BrightPlan
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A human touch.

Chat with a Certified Financial Planner™ Professional when you open a BrightPlan Investment Account with as little as $500.

These experienced advisors from our sister company Plancorp work with high net worth individuals daily to help them reach their goals. Now they can be your money mentor too.

  • Create a goal
  • Open a BrightPlan Investment Account
  • Schedule your meeting

Putting You First

The first digital advisor certified for fiduciary excellence.

We're always looking out for you, not for kickbacks or hidden fees. Certification by the Centre for Fiduciary Excellence (CEFEX) means we adhere to the highest standards to act in your best interests.

CEFEX

What's your plan?