BrightPlan

You have financial dreams. 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 monitor 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 help you achieve your financial goals.

BrightPlan Financial Wellness Score™
Your Financial Wellness Score is a snapshot of your financial well-being. Each time you make a smart money move, your score updates automatically, boosting you from a Basic Budgeter to a Savvy Saver and beyond.

BrightPlan Academy
Access a robust library of educational resources by topic and by life event. Whether you’re buying a house, saving for retirement, getting out of debt, or saving for college, BrightPlan has the videos, articles, and resources you need.

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

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 spending and automatically generates your budget.

Set Financial Goals
- Pay off debt
- Build an emergency fund
- Buy a home
- Save for education
- Retire in style
- Whatever else your goals might be!

Get Investment Advice
- Get a unique investment strategy for each goal
- Access 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