BrightPlan 2.4.0

You have a dream destination. The BrightPlan mobile app, a tool for BrightPlan clients, aids in this financial journey. Through saving and investing for goals such as purchasing a home, education, and retirement, enjoy the process and monitor your progress closely.

BrightPlan Financial Wellness Coach™

Your BrightPlan Coach provides personalized advice at every step of your financial journey to support you in achieving your financial objectives.

BrightPlan Financial Wellness Score™

Your Financial Wellness Score offers an instant snapshot of your financial well-being. Each smart money decision you make automatically updates your score, propelling you from a Basic Budgeter to a Money Master.

BrightPlan Smart Budget™

Smart Budget assists you in swiftly outlining a financial plan that maximizes the impact of your savings, expenditures, and investments. By connecting your credit cards and bank accounts, BrightPlan analyzes your previous spending patterns intelligently and generates your budget automatically.

Spending Analysis

Understand how your spending choices influence your financial future with a quick spending analysis that provides insights in seconds rather than hours.

Set Financial Goals:

1. Pay off debt
2. Build an emergency fund
3. Buy a home
4. Save for education
5. Retire in style

Investment Advice:

• Receive a tailored investment strategy for each goal
• Personalized guidance to keep you on the right path
• Explore potential future scenarios based on 1,000 market simulations and your specific inputs and assumptions

Track Your Financial Life:

• Connect all your financial accounts from over 16,000 institutions
• Understand how market fluctuations impact your objectives

Automated Investing:

• Access professionally managed portfolios featuring low-cost funds from Dimensional Fund Advisors and Vanguard
• Regular account rebalancing to align with your strategy
• Smart dividend reinvestment
• Tax-optimized investment approaches