Financial Coaching

Be Confident with Money.

Enjoy Life Without
Financial Stress

'We have helped thousands of people get
out of debt and save money'

Do you wonder where your paycheck went at the end of the month? Between paying bills and small emergencies, we know life happens. Are you counting down the days till your next paycheck only to start all over again? Do you wonder if you’ll ever have enough money saved to retire? You’re not alone.

You work hard for your money, you should be able to enjoy life without worrying about it. Bright Financial gives you a step-by-step approach to handling money and a dedicated financial coach to support you along the way. We will help you get out of debt, on a budget, and on your way to a better financial future.

Enjoy Life Without
Financial Stress

'We have helped thousands of people get
out of debt and save money'

Do you wonder where your paycheck went at the end of the month? Between paying bills and small emergencies, we know life happens. Are you counting down the days till your next paycheck only to start all over again? Do you wonder if you’ll ever have enough money saved to retire? You’re not alone.

You work hard for your money, you should be able to enjoy life without worrying about it. Bright Financial gives you a step-by-step approach to handling money and a dedicated financial coach to support you along the way. We will help you get out of debt, on a budget, and on your way to a better financial future.

Experts

Whether it’s the dedicated care of our CFP® professionals and licensed financial experts or the research done by our investment professionals, the people behind Bright Financial make all the difference.

Support

Everyone progresses at a different pace and needs different levels of support, tell us where you want to go and we show you how to get there with accountability, guidance, and 24/7 support via email.

Technology

Use our financial software and powerful tools to organize your entire financial life in one secure place - calculate your net worth, set a budget, manage investment accounts, and track your financial goals.

Guarantee

If you are not completely satisfied with your Bright Financial coach or planner, we will do everything we can to make it right, up to and including a 30-day money back guarantee, no questions asked.

Financial Planning
For Everyone

From budgeting to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing—and “financial planning” means much more than just investing.

Bright Financial takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. We can help you implement tax saving strategies, invest better, and reach your financial goals.

Financial Planning
For Everyone

From budgeting to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing—and “financial planning” means much more than just investing.

Bright Financial takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. We can help you implement tax saving strategies, invest better, and reach your financial goals.

Pricing for Members of
Twentieth Century Fox Federal Credit Union

Personal Finance Software

Organize and manage your entire financial life in one secure place.

Dedicated Financial Planner

An expert will get to know you and your family, so you can get personalized advice.

On-Going Support

Unlimited email support and up to 2 coaching or 4 planning sessions each month.

Subjects Covered:

Financial Coaching

$29/ month
Exclusive Member Pricing
  • Budgeting
  • Managing Debt
  • Improving Credit Score
  • Saving Money
  • Retirement Planning

Financial Planning

$79/ month
Exclusive Member Pricing
  • Budgeting
  • Managing Debt
  • Improving Credit Score
  • Saving Money
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
Bright Financial | Enjoy Life Without Financial Stress