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A Digital Platform With
A Human Touch

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

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Financial Planners

Personalized advice from experienced financial planners trained in your company’s benefits and equity compensation offering
Unlimited access to financial planners held to the fiduciary standard
Employees have the option to work with a dedicated financial planner or the first available
Financial planners discussing some documents
Financial planners are full-time employees (either of BrightPlan and its sub-advisors or an in-country financial advisory firm), subject to in-country regulations and compliance programs for your peace of mind
Employee data stays in BrightPlan and financial planners work in conjunction with the digital app to provide guidance
Financial planners provide advice based on real-time data in BrightPlan
Global support through in-country financial planners
More than 55% of financial planners are women or people of color
Financial planner filling in a form

BrightPlan is the first financial wellness solution certified by CEFEX for fiduciary excellence. BrightPlan financial planners are required to act solely in employees’ best interests when offering personalized advice. They do not sell products nor receive commissions.

Background & Expertise

BrightPlan’s financial planners share similar backgrounds to the employees that they serve. More than half are women and people of color. We also offer support for Spanish-speaking employees.

Our financial planners have expertise in the following areas:

Guidance
Guidance
Benefits optimization and decision support
Tax guidance and support
Survivor support
Planning
Planning
Equity compensation planning
Life event and transition planning
Retirement planning
College planning
Estate planning
Management
Management
Budgeting and money management
Investment optimization
Debt reduction
Insurance analysis
Emergency readiness

The BrightPlan Difference

Experienced and Compliant image
Experienced and Compliant
Your financial planners are held to the fiduciary standard and are subject to robust compliance oversight and adhere to best practices. So you don’t need to worry about your employees being sold products or having a poor experience.
Comprehensive
Comprehensive
From paying off debt, saving for college, to planning for retirement, BrightPlan financial planners can help your employees prepare for their big life events.
Total Rewards
Total Rewards
BrightPlan financial planners are trained in your company’s benefits package and can advise employees on Total Rewards, benefits optimization, equity compensation, taxes and estate planning.

Learn more about BrightPlan’s integrated digital app and financial planner solution

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Disclosures:

*Satisfaction score is based on post-planner call client surveys as of April 2022.

US financial planners may be employees of BrightPlan or employees of one of our strategic partners in a sub-advisor capacity. Non-US Financial planners are employees of our strategic partners.

BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors.