2024 BrightPlan Wellness Barometer Survey launched 2024 BrightPlan Wellness Barometer Survey launched

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Total Financial Wellness at Your Fingertips

A personalized hub for every employee


  • 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


  1. BrightPlan Financial Wellness Coach™ delivers a personalized roadmap for every employee
  2. BrightPlan Total Rewards Statement helps you attract, retain, and motivate your people by showing them how invested you are in their success
  3. Goals-based planning breaks a lifetime of financial planning into attainable milestones
  4. Insurance and estate planning guidance protects assets, gives peace of mind, and brings security to life’s uncertainties


  • 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


  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

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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Total Financial Wellness?

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