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Free Financial Advice for your employees During the COVID-19 Outbreak

We are making our Financial Wellness Platform available to companies with over 1,000 employees at no cost during this crisis.

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Full rollout in 14 days

Make BrightPlan available to your employees in 4 easy steps:

  • Attend a planning meeting

  • Provide benefits package

  • Provide eligibility file

  • Announce BrightPlan as new benefit

What happens after the free period?

There is no long-term commitment. You have the choice of either moving forward as an employer-paid or employee-paid benefit. There will be no disruption in service for the employee either way.


The BrightPlan financial wellness solution

Comprehensive, personalized, actionable, and measurable

    • Personalized financial coaching designed to help each employee improve their financial well-being
    • Goals-based planning for all life goals, like home purchase, education, retirement or debt reduction
    • Investment insights to improve financial decision making
    • Goal tracking, spending analysis and budgeting tools
    • Financial education tailored to your company benefits
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The first digital advisor certified for fiduciary excellence

Not all financial professionals are legally required to work in their clients' best interests. Many sell products; an inherent conflict.

BrightPlan is a Registered Investment Advisor (RIA) and is legally required to act as a fiduciary to clients.

Certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards.


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