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Visualize a Beautiful Life

BrightPlan helps you achieve your financial goals

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Become a Money Master

BrightPlan is an employee benefit that helps you achieve your most important financial life goals. Let’s get crackin’

  • Boost your financial IQ with the BrightPlan Academy
  • Master your money knowledge with on-demand articles and videos
LEARN
  • Gain insight into your spending with monthly trend analysis
  • Improve your money management with BrightPlan Smart Budget™
MANAGE
  • Receive a personalized roadmap for achieving your financial goals
  • Get on-demand digital advice based on your goals and life situation
Plan
  • Invest intelligently with advice on all your investments
  • Automate investing to avoid costly mistakes
    and build wealth
Invest
  • Gain insight into your spending with monthly trend analysis
  • Improve your money management with BrightPlan Smart Budget™
MANAGE

Meet with Financial Advisors

Need a boost of confidence? Talk to an experienced financial advisor to make sure you’re moving in the right direction.

Get In Touch

Keeping Your Data Secure

Strict access controls

BrightPlan never saves or stores credentials for your linked financial accounts.

Data encryption

All your data is encrypted at rest and in transit. BrightPlan requires the latest TLS for authentication and encryption.

Partnering with the best

BrightPlan leverages the cloud platforms of industry leaders to keep your data and account information secure.

For the Best Experience
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