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

Explore Survey

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. 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


  • 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.

Learn More

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

Request a Demo