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BrightPlan Mission

Make financial success attainable for everyone

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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.

Our Values

Be Accountable

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

Be Honest

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

Be Passionate

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

Be Frugal

Invest in things that will have the biggest impact.

Be Trustworthy

Build trust because our success depends on it.

Be Fun

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

Share our values?

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