We built BrightPlan to help you design the life of your dreams.
Living well today while making sure you are on a solid, long-term financial path is key to a balanced life.
Financial planning can be overwhelming. Let BrightPlan be your personal finance mentor.
Making small, sustainable changes can have a long-lasting impact and create healthy financial habits.
Financial wellness means confidently progressing towards your financial goals by following a
clear plan to achieve them.
Whether choosing funds for your 401(k), understanding how much to save for a downpayment, or investing in your children's college fund, BrightPlan helps you achieve life's most important goals.
BrightPlan delivers an exceptional service that inspires people to discover their dreams, set life and financial goals, and easily implement and track their plan. A good plan, well executed, can help make dreams a reality.
BrightPlan brings together an experienced team of technologists, innovators, and industry professionals around a common goal: bringing wealth management to everyone, regardless of net worth.Meet the team