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Survey: Knowledge Worker Financial Concerns Reach New High Survey: Knowledge Worker Financial Concerns Reach New High

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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

  • Automated investing avoids costly mistakes and safely builds wealth
  • Trusted 401K investment advice is tailored to your company
  • Target-date investing lets you set investments once and not worry about it
  • Investment analysis is personalized for all of your accounts and based on in-depth research

Manage

  1. BrightPlan Financial Wellness Score™ charts progress toward financial well-being
  2. Goal progress reports provide actionable steps to achieve financial success
  3. Personal balance sheets summarize each employee’s net worth
  4. Spending analysis and Smart Budget keep employees on track

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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