BrightPlan

You have a dream destination. As a BrightPlan client, the mobile app helps you get there. Enjoy the journey as you save and invest for goals like buying a home, education, and retirement. Keep track of your financial life and track progress along the way.


BrightPlan Financial Wellness Coach™

Your BrightPlan Coach is by your side throughout your financial journey, with personalized advice on the next steps to take to help you reach your financial goals.


BrightPlan Financial Wellness Score™

Your Financial Wellness Score is a snapshot of your financial wellbeing. Each time you make a smart money move your score updates automatically, boosting you from a Basic Budgeter to a Money Master.


BrightPlan Smart Budget™

Smart Budget helps you quickly create a plan for your money so that you can save, spend, and invest for maximum impact. When you link your credit cards and bank accounts BrightPlan intelligently analyzes your past spending and automatically generates your budget.


Spending Analysis

Discover how spending decisions are impacting your financial future. Your spending analysis helps you get a handle on your spending in seconds, not hours.


Set Financial Goals

- Pay off debt

- Build an emergency fund

- Buy a home

- Save for education

- Retire in style


Investment Advice

- Get a unique investment strategy for each goal

- Personalized advice to help keep you on track

- View possible future outcomes based on 1,000 market simulations and your personal inputs and assumptions.


Track Your Financial Life

- Link all your financial accounts from 16,000+ institutions

- Understand how market moves affect your goals


Automated Investing

- Professionally managed portfolios with low-cost funds from Dimensional Fund Advisors and Vanguard

- Regular account re-balancing to stay aligned with your strategy

- Smart dividend reinvestment

- Tax-optimized investment strategies