Visualize a beautiful life.
Achieve it with BrightPlan.


Become a Money Master

BrightPlan is an employee benefit that helps you achieve your most important financial life goals. Let’s get crackin’

Take the pulse of
your financial health

  • Assess if you're on the path towards financial well-being
  • Check your retirement readiness
  • See if you have enough cash stashed for when life throws you curveballs
Get your financial wellness score

Receive personalized financial advice

  • Get on-demand digital advice based on your goals and life situation
  • Talk with a financial advisor when you need a boost of confidence
Get started

Improve your
financial well-being

  • Gain insight into your spending with monthly trend analysis
  • Invest intelligently with portfolio advice on all your investments
How it works

Spend smarter
with Smart Budget

Maximize your
Company Benefits

Invest with confidence

Learn with
BrightPlan Academy

Keeping your data secure

  • Strict access controls

    No one has access to your account credentials and BrightPlan never saves or stores credentials for your linked financial accounts.

  • Data encryption

    All your data is encrypted at rest and in transit. BrightPlan requires the latest TLS for authentication and encryption.

  • Partnering with the best

    BrightPlan leverages the cloud platforms of industry leaders to keep your data and account information secure.

Learn more about our security measures

For the best experience download our app.

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    Enhanced security features

    Keep your account safe with TouchID and Facial Recognition

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    Personalized alerts

    Timely notifications with spending insights and financial advice