Financial Planning for Everyone.

A Financial Planner to help you Implement Tax Strategies, Invest Better, and Reach Your Financial Goals.

Financial.Planning.1

Financial Planning for Everyone.

A Financial Planner to help you Implement Tax Strategies, Invest Better, and Reach Your Financial Goals.

Our Simple Process.

Be Confident about Your Money.

Our Simple Process.

Be Confident about Your Money.

1.

Start Free Trial

See how easy it can be.

2.

Talk to a Planner

Answer a few questions to get a personalized plan.

3.

Be Confident

Get advice and support. Stop worrying about your financial goals.

1.

Start Free Trial

See how easy it can be.

2.

Talk to a Planner

Answer a few questions to get
a personalized plan.

3.

Enjoy Life

Get advice and guidance. Stop worrying about
your financial goals.

Bright Financial is Different.

A Financial Planner with Unlimited Support.

As life unfolds, your personal finances can get complicated. With Bright Financial, you can always talk to your planner with a couple of clicks.
Implement financial strategies, reach your goals.

Bright Financial is Different.

A Financial Planner with Unlimited Support.

As life unfolds, your personal finances can get complicated. With Bright Financial, you can always talk to your planner with a couple of clicks.
Implement financial strategies, reach your goals.
Financial.Planning.2

Why People Love Bright Financial.

Stellar prices.

Financial planning can and should be affordable. Bright Financial starts at $79 per month.

One-on-one planning.

With Bright Financial, you get up to 8 planning sessions each year.

Unlimited support.

Bright Financial planners are available via email 24/7. Whenever you need help.

Cancel anytime.

You may cancel your account whenever you want to, for any reason. No questions asked.

No brokers, no upselling.

Bright Financial planners are licensed and salaried only. Here to help, not sell.

Trustworthy.

We are fully licensed. Bright Financial planners are CFP® professionals or Series 65 licensed.

Technology.

Use our financial software to organize your entire financial life in one place.

Flexible.

Get what you need. Anytime, change to financial coaching, or cancel without fees or hassle.

Money back guarantee.

If you’re not happy, we will refund your money within the first 30 days. No muss, no fuss.

Why People Love Bright Financial.

Financial planning can and should be affordable. Bright Financial starts at $79 per month.

With Bright Financial, you get up to 8 planning sessions each year.

Bright Financial planners are available via email 24/7. Whenever you need help.

You may cancel your account whenever you want to, for any reason. No questions asked.

Bright Financial planners are licensed and salaried only. Here to help, not sell.

We are fully licensed. Bright Financial planners are CFP® professionals or Series 65 licensed.

Use our financial software to organize your entire financial life in one place.

Get what you need. Anytime, change to financial coaching, or cancel without fees or hassle.

If you’re not happy, we will refund your money within the first 30 days. No muss, no fuss.

``I put into action financial strategies that will substantially increase my investments, and now I will be able to retire earlier than expected.

George

IRVINE, CALIFORNIA

Start a 14-Day Free Trial.

No obligation, no credit card required.

Start a 14-Day Free Trial.

No obligation, no credit card required.

Financial Planning – Twentieth Century Fox Federal Credit Union | Bright Financial