BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

Financial Wellness Platform Helps Employees Manage Financial Stress, Make Smarter Personal Finance Decisions

SAN JOSE, Calif.--()--BrightPlan, the Silicon Valley technology company revolutionizing financial wellness benefits, today announced it is making its platform available at no cost during this crisis to companies with more than 1,000 employees.

Financial stress, already the No. 1 workplace concern of employees according to a survey by PwC, has escalated further since the pandemic began. One tangible measure of heightened anxiety is that employees are checking their retirement portfolios three times more than normal, according to BrightPlan data. Working with employers, BrightPlan has also found that employees look to their employers for financial guidance during periods of economic uncertainty.

This initiative is intended to assist employers in helping their employees make good financial decisions during the economic upheaval resulting from the coronavirus outbreak. Everyone needs to review their budget and financial goals in light of economic uncertainty and the recent stock market correction.

BrightPlan’s goals-based financial wellness platform addresses each aspect of personal finance – budgeting, spending, savings, debt management, investing, insurance, and estate planning. BrightPlan delivers certified fiduciary advice through its mobile app, integrated with experienced financial advisors, enabling employers to make this benefit available immediately to their employees.

I founded BrightPlan after a health scare in my family, so that others would have access to better financial advice than I did during a crisis,” said Marthin De Beer, Founder and CEO of BrightPlan. “In the current market climate, employees need personalized advice more than ever.”

BrightPlan’s smart budgeting and financial planning capabilities can be particularly useful in calculating the benefit of government assistance programs, which include the temporary suspension of mortgage and student loan payments, the deferral of federal and state tax payments, and penalty free withdrawals from IRAs and 401(k) programs.

BrightPlan’s financial wellness solution helps employees gain clarity and control of their personal finances during a period of uncertainty,” De Beer said. “For employers, reducing financial stress helps their employees stay focused, which helps organizations achieve their objectives. This is a moment that matters to employees. Providing comprehensive financial wellness support immediately for employees is a way for employers to act now without having to worry about budgets.”

For more information about BrightPlan, please go to

About BrightPlan

BrightPlan LLC delivers comprehensive financial wellness programs to the Fortune 1000. Led by a team of experienced Silicon Valley executives and innovators, BrightPlan’s SaaS-based platform seeks to power company growth by increasing profitability and helping employers attract and retain talent. BrightPlan enables employers to help their employees attain financial wellness with access to cutting-edge technology and experienced human advisors from Plancorp, a leading Registered Investment Advisor. This patented experience provides every employee access to goals-based financial planning, automated investment advice, spending analysis and budgeting tools, and financial education tailored to company benefits. BrightPlan and Plancorp are subsidiaries of Prumentum Group. BrightPlan is the nation's first digital advisor to become certified by the Center for Fiduciary Excellence ( More information is available at


This material is for informational purposes only. It should not be used as investment tax, legal or accounting advice or as a guarantee of a certain level of results. All investing involves risk, including the loss of principal. Past performance does not guarantee future results.
BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is a trademark of BrightPlan LLC, Plancorp is a registered trademark of Plancorp LLC, both registered in the U.S. Patent and Trademark Office. Please see BrightPlan’s and Plancorp’s ADV Brochures for more important information.


Greg Berardi, Blue Marlin Partners, 415.239.7826


Greg Berardi, Blue Marlin Partners, 415.239.7826