--- title: How it works description: Financial wellness solves real-life problems image: https://get.brightplan.com/hubfs/MICROSITE%20PREVIEW%20IMAGE%20-%20HOW%20IT%20WORKS-1.jpg --- [ Go to Bright Plan - Home Page ![BrightPlan logo](https://get.brightplan.com/hubfs/images/nav-logo.svg) ](https://get.brightplan.com/) [![Contact Us](https://no-cache.hubspot.com/cta/default/7794181/7c29a691-f42b-4e1f-b4d1-f11db8b151e7.png)](https://cta-redirect.hubspot.com/cta/redirect/7794181/7c29a691-f42b-4e1f-b4d1-f11db8b151e7) [Go to Bright Plan Home Page ![BrightPlan logo](https://get.brightplan.com/hubfs/images/nav-logo.svg) ](https://get.brightplan.com/) *High performers are impacted by financial stress* *High performers are impacted by financial stress* [Read whitepaper](https://www.brightplan.com/whitepaper-innovation-at-risk) *highlight_off* ![Header image](https://get.brightplan.com/hubfs/microsite/microsite-how-it-works-hero-mobile-cropped.png) # Financial wellness solves real-life problems 72% of employees are struggling with money.1 Helping them solve money problems is the single most impactful thing you can do to support your employees and their families. ## BrightPlan Total Financial Wellness delivers a complete solution for both you and your employees. Employees and their families get tools and expert advice for all of life’s financial challenges, whether that’s handling emergencies, making ends meet, or planning for growth and retirement. ## Learn Employees uplevel their knowledge with access to the BrightPlan Academy - a large library of videos and written content that addresses basic to advanced financial learning topics. ![Learn](https://get.brightplan.com/hubfs/microsite/LEARN_IMAGE_MICROSITE.png) ## Plan A 24/7 digital Financial Wellness Coach plus human Certified Financial Planners® combine to help employees navigate their financial life. ![Plan](https://get.brightplan.com/hubfs/microsite/PLAN_IMAGE_MICROSITE.png) ## Invest Employees get investment advice and support, wherever they may be on their money journey. ![Invest](https://get.brightplan.com/hubfs/microsite/INVEST_IMAGE_MICROSITE.png) ## Manage With budgeting, spending, and equity tools, employees have what they need to manage their entire financial life in a single place. ![Manage](https://get.brightplan.com/hubfs/microsite/MANAGE_IMAGE_MICROSITE.png) Total Financial Wellness ![BrightPlan](https://get.brightplan.com/hubfs/microsite/how-it-works-product-video-cropped.jpg) I've gotten so much anxiety from my finances. It's the number one thing that stresses me out. I've known about BrightPlan through my employer but I kept putting it off. Scheduling this first call has been huge for me and I already feel better about it. BrightPlan User This makes me feel so much more empowered. BrightPlan User One of the best services and information I have ever received in my life. BrightPlan User [![Learn More](https://no-cache.hubspot.com/cta/default/7794181/47f957f6-e590-4545-b67c-6b14fa7d6f41.png)](https://cta-redirect.hubspot.com/cta/redirect/7794181/47f957f6-e590-4545-b67c-6b14fa7d6f41) ## For employers, BrightPlan partners with you to provide services and insights you can use to better care for your employees’ financial well-being. ![insights](https://get.brightplan.com/hubfs/microsite/WORKFORCE_DATA_ILLUSTRATION_MICROSITE.png) ## Workforce data & insights BrightPlan captures a unique data set that surfaces insights about the most pressing needs of your workforce, so you can make decisions that best support your employees and save you time and money. ![insights](https://get.brightplan.com/hubfs/microsite/SERVICE_OFFERINGS_ILLUSTRATION_MICROSITE.png) ## Service offerings We offer additional services to better position you to support your employees during difficult life events like retirement or the death of a loved one. ![insights](https://get.brightplan.com/hubfs/microsite/HR_PARTNERSHIP_ILLUSTRATION_MICROSITE.png) ## HR Partnership As BrightPlan is an SEC registered investment advisor, we act as an extension of your HR team and take the risky financial questions off your plate. We partner with you to educate and support employees and consult with you on areas for improvement. [![Learn More](https://no-cache.hubspot.com/cta/default/7794181/c71839d0-bf9f-48dd-84c6-6979f013b6cd.png)](https://cta-redirect.hubspot.com/cta/redirect/7794181/c71839d0-bf9f-48dd-84c6-6979f013b6cd) ![sy](https://get.brightplan.com/hubfs/microsite/learn-more-synopsis-image.png) ![open quote](https://get.brightplan.com/hubfs/microsite/microsite-quote.svg) Our partnership with BrightPlan is paying off. Active participation and employee engagement are up, and our HR team loves the way BrightPlan lets us track success week to week. ![open quote](https://get.brightplan.com/hubfs/microsite/microsite-quote.svg) Director of North America Benefits, Synopsys [![Read the Case Study](https://no-cache.hubspot.com/cta/default/7794181/af299ca6-f22a-4503-b1c7-5e7979c6add4.png)](https://cta-redirect.hubspot.com/cta/redirect/7794181/af299ca6-f22a-4503-b1c7-5e7979c6add4) ## Ready to see a demo of how BrightPlan works? [![Get In Touch](https://no-cache.hubspot.com/cta/default/7794181/32f95017-ea2c-45d6-8a55-89d5a857bb2e.png)](https://cta-redirect.hubspot.com/cta/redirect/7794181/32f95017-ea2c-45d6-8a55-89d5a857bb2e) Source 1. [BrightPlan 2022 Wellness Barometer Survey](https://get.brightplan.com/hubfs/Wellness%20Barometer%20Survey%20Assets/BrightPlan%202022%20Wellness%20Survey%20Infographic.pdf) Disclosure: This webpage includes statements about BrightPlan by current clients and customers. BrightPlan did not provide any compensation in exchange for these statements. ## Subscribe to Our Blog Stay informed by signing up for Financial Wellness best practices and industry insights directly to your inbox. By clicking “Stay Informed”, you consent to allow BrightPlan to store and process the personal information submitted above to provide you the content requested. For more information, please review our [Privacy Policy](https://www.brightplan.com/privacy-policy).