Your Journey To Financial Success Starts Here

Personalized guidance at your fingertips
Start Now
Scroll to
Learn More
enroll-background-placeholder
Finance Desk
Dedicated Financial Planners

A financial planner can help you navigate financial decisions and ensure you’re getting the most from your resources. Whether you feel lost or simply want to validate your next money move, our financial planners are here to support you on your journey. The best part, our financial planners focus on your best interest.

Learn More

Start By Making Each Dollar Count For You:

step1-1
Step 1

Enroll in BrightPlan to start exploring educational content and comprehensive financial planning tools

step2-1
Step 2

Create your top of mind goals and link your accounts for real time insight and advice

step3-1
Step 3

Review and optimize your plan with the support of a real life financial planner

Start Now

BrightPlan Is For You

enroll-mary-taylor
Mary Taylor

Mary, a mother in her 40’s, built a strong retirement plan for her and her partner and a plan to send her kids to college. Now she feels much more confident about her and her families financial future.

enroll-denzil-ryder
Denzil Ryder

Denzil, a single man in his 30’s, eliminated his student debt and implemented a plan to build an emergency fund, plan for retirement, and creating life memories with his long-term girlfriend.

enroll-johnathan-menders
Johnathan Mendes

Jonathan, a man in his 50’s, rebuilt his retirement plan after his divorce. Now Jonathan has one less thing to worry about.

enroll-page-video-cover

See BrightPlan 
In Action

FINANCIAL EDUCATION

Education For Every Moment That Matters In Your Life

Guides and checklists for every life event
Live and on-demand webinars
100’s of articles from tax planning to investing
Education tailored to your company benefits
education-1
COMPREHENSIVE FINANCIAL PLANNING

Access To The Tools & Coaching You Need 24/7

Personalized and actionable steps from your Financial Wellness Coach
Real-time advice for your biggest life events. Are you on track for retirement? Can you afford that house on the corner? How do I shake this debt? Don't worry. We have you covered.
Goal planning for all the twists and turns of life. We're talking inflation, taxes, unpredictable markets, you name it.
access
MONEY MANAGEMENT

BrightPlan Makes Managing Your Money Easy (And Fun)

Link your credit card and bank accounts and BrightPlan will do the work for you
Monitor your spending (hello, subscriptions) to save for life’s most important goals
Easily manage a budget without the messy spreadsheet
Effectively manage debt and boost your credit score
managing
INVESTMENT ADVICE

Investment Advice Unique To Your Personal Goals

Make the most of your 401(k), HSA, and stock plans
A specific investment strategy for every goal
Portfolio analysis and advice on all investments
Automate your investing with a secure BrightPlan investment account
investment
Start Now
support-team
CERTIFIED FINANCIAL PLANNERS

1:1 Support And Guidance When You Need It Most

Unlimited access to speak with a Financial Planner
Financial Planners trained on your company benefits
Financial Planners to help you make the most of financial life
The cost to you? Free. Your company has you covered (generous huh?)
Start Now

Your Money. Our Priority.

Keeping Your Data Secure
security-privacy
Privacy
BrightPlan ensures your data is private, never shared, and used exclusively to provide you with the best financial advice possible.
security-security
Security
Keeping your data secure with encription of all data at rest. BrightPlan uses the latest security protocols to ensure your data is safe.
security-cloud
Partnering with the best
BrightPlan levelrages industry leading cloud platforms and partners to keep your data and account information safe. private, and secure.

Here is our promise when it comes to your privacy. BrightPlan believes your data is just that: Your data!

Learn More