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A comprehensive financial wellness platform

The employee benefit to power your company's growth

Compete successfully in today's full-employment economy

  • 46% of employees say that financial challenges cause the most stress in their lives.

    source

    PWC Special Report – Financial Stress and the Bottom Line

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  • Financially stressed employees are less productive, leave the company for higher compensation, experience health issues and are less engaged.

    source

    Financial Fitness Group - Human Resources Magazine

    2
  • Employees increasingly look to their employers to help them achieve financial security and wellness.

    source

    Prudential report on Financial Wellness

    3
    • See the research

Increase profitability

95% of employers agree, financial wellness has been effective in reaching their bottom line

source

Bank of America Merrill Lynch - 2018 Workplace Benefits Report

4


  • Greater employee engagement / lower stress

  • Less employee turnover

  • Improvement in employee productivity / performance

  • Potentially lower health care costs for the company

By investing in employees’ financial wellness, employers see an average of $3 return on investment for every dollar spent

source

Consumer Financial Protection Bureau - Financial Wellness at Work Report

5

The BrightPlan financial wellness solution

Comprehensive, personalized, actionable, and measurable

  • Personalized financial coaching designed to help each employee improve their financial well-being
  • Goals-based planning for all life goals, like home purchase, education, retirement or debt reduction
  • Investment insights to improve financial decision making
  • Goal tracking, spending analysis and budgeting tools
  • Financial education tailored to your company benefits
    • Discover the platform
Certified Financial Planning

The first digital advisor certified for fiduciary excellence

The BrightPlan difference

  • Trusted financial advice, independent and objective
  • Legally required to act in the employees' best interests
  • Not compensated for selling products
  • Annual audits by the Centre for Fiduciary Excellence

cefex
 

Recognized by the best

Forbes Wall Street Journal CNN Money Tech Crunch Wealth Management
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BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office.

© 2020 BrightPlan LLC

This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own investment, tax, legal and accounting advisors. BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is a trademark of BrightPlan LLC, Plancorp is a registered trademark of Plancorp LLC, both registered in the U.S. Patent and Trademark Office. Please see BrightPlan's and Plancorp's ADV Brochures for more important information. By using this website, you accept our Terms of Use and Privacy Policy.