Get Financial
Guidance.
Be Stress-Free.

A personal coach to help you get out of debt, save more and stop worrying about money.

Get Financial Guidance So You Can Be Stress-Free.

A personal coach to help you get out of debt, save more and stop worrying about money.

Financial.Coaching.1

How It Works.

See how easy it can be.

How It Works.

See how easy it can be.

1.

Meet Your Coach

Bring your financial stress and worries to us. Our coaches will look at your whole financial life. We’ll get to know you because you’re more than your name and account balance.

2.

Get Financial Guidance

We’ll create a personalized plan to help improve your finances right away. Afterward, you’ll get ongoing support by meeting your coach and having 24/7 access via email.

3.

Live Stress-Free

Our coaches will help monitor your progress, and let you know when there are important actions to take. You’ll be making confident decisions here on out and stop worrying about money.

1.

Meet Your Coach

Bring your financial stress and worries to us. Our coaches will look at your whole financial life. We’ll get to know you because you’re more than your name and account balance.

2.

Get Financial Guidance

We’ll create a personalized plan to help improve your finances right away. Afterward, you’ll get ongoing support by meeting your coach and having 24/7 access via email.

3.

Live Stress-Free

Our coaches will help monitor your progress, and let you know when there are important actions to take. You’ll be making confident decisions here on out and stop worrying about money.

What You Get.

Personalized financial guidance and unlimited support.

Financial.Coaching.2
As life unfolds, your personal finances can get complicated and making decisions are not always easy. Your personal coach guides you through your situation and offers financial advice when you need it. We will work together to:
Create a Budget
Do you wonder where your paycheck went at the end of the month? Are you counting down the days till your next paycheck? We’ll help you create a personalized budget that will keep you from overspending; a budget that’s simple to follow and easy to stick to.
Lower Debt Faster
You work hard for your money, you should be able to save it instead of having it go straight to credit card companies. Our coaches will help you lower interest rates on your payments, and you’ll learn the most effective way to get out of debt.
Build Savings Fund
Sudden life changes can put a damper on your savings. Some may even fall into debt just to cover unexpected expenses. We’ll help you build a savings fund dedicated to emergencies, and find ways to contribute consistently so you can feel a sense of security and independence.
Live Stress-Free
Sleep better knowing there’s one less thing to worry about in your life. By having a personal coach guide you through every step of your financial life, you’ll be able to make decisions from a place of confidence rather than fear.
Become Debt-Free
Create a step-by-step plan to becoming debt free. We’ll help you get clear on how much money you have, how much you can put toward debt, how long it will take to pay off that debt, and how to do so without sacrificing too much of your fun.
Maximize Work Benefits
Sometimes it can be tough to understand your benefits from work. Whether it’s health insurance, PTO, or retirement plans, we’ll help you sort through the technical jargon so you can utilize your work benefits better.
Stay on Track
Every now and then, it can be easy to get off track from following your plan. Position yourself with the best chance to reach your financial goals. Weekly sessions with a personal coach will keep you focused and accountable.
Plan for Retirement
Do you wonder if you’ll ever have enough money saved to retire? You’re not alone. We’ll show you exactly how much you need, which type of retirement accounts to save in, and how to make the most of your investments so that you can feel confident about your financial future.
Improve Credit Score
Credit scores are important when you’re looking to finance big purchases. We’ll teach you how to understand your score, how your credit score is calculated, and how to improve and maintain a good score so you can take control of your debt or major purchases.
Get Proper Insurance
Are you overpaying for auto, home, health, or life insurance? Do you have proper coverage on the insurance policies that you own? We’ll answer these questions for you and help find money where you least expected.
Buy First Home
Are you considering buying a home? Do you know how a mortgage may affect your lifestyle? We’ll show you exactly how to buy your first home, how much money you need in savings, how to apply for a mortgage, and how much you can afford.
Save for Tuition
Get a head start in planning your child’s college tuition. We’ll help you calculate how much they’ll need for school and how much you’ll need to contribute. You’ll also learn which savings account is best and how to balance between saving for their college fund and your own retirement.

What You Get.

Personalized financial guidance and unlimited support.

As life unfolds, your personal finances can get complicated and making decisions are not always easy. Your personal coach guides you through your situation and offers financial advice when you need it. We will work together to:

Create a Budget

Do you wonder where your paycheck went at the end of the month? Are you counting down the days till your next paycheck? We’ll help you create a personalized budget that will keep you from overspending; a budget that’s simple to follow and easy to stick to.

Lower Debt Faster

You work hard for your money, you should be able to save it instead of having it go straight to credit card companies. Our coaches will help you lower interest rates on your payments, and you’ll learn the most effective way to pay down your debt.

Build Savings Fund

Sudden life changes can put a damper on your savings. Some may even fall into debt just to cover unexpected expenses. We’ll help you build a savings fund dedicated to emergencies, and find ways to contribute consistently so you can feel a sense of security and independence.

Live Stress-Free

Sleep better knowing there’s one less thing to worry about in your life. By having a personal coach guide you through every step of your financial life, you’ll be able to make decisions from a place of confidence rather than fear.

Become Debt-Free

Create a step-by-step plan to becoming debt free by getting clear on how much money you have, how much you can put toward debt, how long it will take to pay off that debt, and how to do so without sacrificing too much of your fun.

Improve Credit Score

Credit scores are important when you’re looking to finance big purchases. We’ll teach you how to understand your score, how your credit score is calculated, and how to improve and maintain a good score so you can take control of your debt or major purchases.

Maximize Work Benefits

Sometimes it can be tough to understand your benefits from work. Whether it’s health insurance, PTO, or retirement plans, we’ll help you sort through the technical jargon so you can utilize your work benefits better.

Buy First Home

Are you considering buying a home? Do you know how a mortgage may affect your lifestyle? We’ll show you exactly how to buy your first home, how much money you need in savings, how to apply for a mortgage, and how much you can afford.

Stay on Track

Every now and then, it can be easy to get off track from following your plan. Position yourself with the best chance to reach your financial goals. Weekly sessions with a personal coach will keep you focused and accountable.

Plan for Retirement

Do you wonder if you’ll ever have enough money saved to retire? You’re not alone. We’ll show you exactly how much you need, which type of retirement accounts to save in, and how to make the most of your investments so that you can feel confident about your financial future.

Get Proper Insurance

Are you overpaying for auto, home, health, or life insurance? Do you have proper coverage on the insurance policies that you own? We’ll answer these questions for you and help find money where you least expected.

Save for Tuition

Get a head start in planning your child’s college tuition. We’ll help you calculate how much they’ll need for school and how much you’ll need to contribute. You’ll also learn which savings account is best and how to balance between saving for their college fund and your own retirement.

Why People Love Us.

Bright Financial is different.

Stellar prices.

Financial coaching can and should be affordable. Bright Financial costs $99 per month.

One-on-one coaching.

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

Unlimited support.

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

Trustworthy.

We are fully licensed. Bright Financial coaches 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 planning, 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 coaching can and should be affordable. Bright Financial costs $99 per month.

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

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

We are fully licensed. Bright Financial coaches 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 planning, 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.

No obligation, no credit card required
No obligation, no credit card required
Bright Financial | Enjoy Life Without Financial Stress