BrightPlan Mission

Make financial success attainable for everyone

Explore Open Positions

Our Core Beliefs

Live well now, while planning for the future

Life is complex, planning shouldn’t be

Small changes, long-lasting impact

Financial Wellness is a universal need, like access to quality healthcare and education.

Stay true to your word, do as you say you will.

If you don’t agree or see something wrong, speak up.

Care for our customers and they will respect us for it.

Invest in things that will have the biggest impact.

Build trust because our success depends on it.

Enjoy work, have fun, and don’t take things too personally.