BrightPlan provides financial wellness services to employees through their employers. These services include financial education, goals-based planning, investment advice, and personal financial management. BrightPlan uses technology and financial advisors to help employees manage their finances and achieve their financial goals. Clients can use BrightPlan's tools to create financial plans, track their progress, and receive asset allocation recommendations. Clients also have access to financial planners via video conference or telephone.
Fee Structure
BrightPlan works with employers to offer financial wellness programs, where employers pay some or all of a negotiated monthly fee on behalf of their employees. If an employee leaves their employer, they can choose to remain a client of BrightPlan and pay the monthly fee directly, which is no more than $20 each month.