2021 Wellness Barometer Survey: Financial stress costs employers nearly $5B per week 2021 Wellness Barometer Survey: Financial stress costs employers nearly $5B per week

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A Digital Platform with
A Human Touch

BrightPlan pairs our digital platform with face-to-face access to experienced financial advisors without any additional fees

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BrightPlan is the only financial wellness platform certified by CEFEX for fiduciary excellence and pairs an award-winning digital platform with access to experienced financial advisors without any additional fees. BrightPlan financial advisors are required to act solely in employees’ best interests when offering personalized advice. They do not sell products nor receive commissions.

The BrightPlan Experience

LAUNCH
1
2
ENROLL
BUILD A PLAN
3
4
WEBINAR
FINANCIAL
ADVISORS
5
ONGOING
ENGAGEMENT
6

Financial Advisors

  • Lady holding a pen explaining a contract

    Experienced

    BrightPlan financial advisors, rated 9.7/10, are full-time employees that are held to the fiduciary standard. So you don’t need to worry about your employees being sold products or having a poor experience.

  • People at a table with paper work

    Comprehensive

    From paying off debt, saving for college, to planning for retirement, BrightPlan financial advisors can help your employees prepare for their big life events.

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    Total Rewards

    BrightPlan financial advisors are trained in your company’s benefits package and can advise employees on Total Rewards, benefits optimization, stock compensation, taxes and estate planning.

Learn more about how BrightPlan combines its digital platform with experienced financial advisors

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