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Employees lose over 1 day a week to financial stress. Employees lose over 1 day a week to financial stress.

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Total Financial Wellness at Your Fingertips

A personalized hub for every employee

Learn

  • BrightPlan Academy offers a wealth of educational resources to build deep insight
  • Live and on-demand sessions deliver relatable and engaging content
  • Customized and personalized content for your company and employees

Plan

  1. BrightPlan Financial Wellness Coach™ delivers a personalized roadmap for every employee
  2. Goal-based planning breaks down life into attainable milestones
  3. Insurance needs assessment brings more security to life’s uncertainties
  4. Estate planning guidance protects assets and gives families peace of mind

Invest

  • Academically rigorous investment analysis across all your investment accounts
  • Goals-based investment advice based on personal risk tolerance and goal parameters
  • Trusted 401K investment advice tailored to your company and risk tolerance

Manage

  1. Financial Wellness Coach guides employees to plan and achieve their financial goals while providing ongoing advice
  2. Personal balance sheets summarize each employee’s net worth
  3. Spending analysis and Smart Budget keep employees on track
  4. Equity Compensation Planner enables employees to manage their employer-provided equity
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Total Financial
Wellness Value Calculator

On average, a company with 5,000 employees sees $340,000* in potential annual value from
BrightPlan. See how you compare.

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*Disclosure: Assumes a 5,000-employee technology company with an average salary of $80,000 and a 2% annual turnover, with a 3% reduction in costs associated with healthcare premiums, payroll taxes, turnover, absenteeism and delayed retirement

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Fiduciary Excellence

BrightPlan is a Registered Investment Advisor and legally required to act in our clients’ best interests – our certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards.

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Are you ready to help your employees achieve
Total Financial Wellness?

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