Financial Planning & Coaching

BrightDime is a comprehensive financial wellness solution, combining innovative technology, personalized coaching, active reinforcement of company benefits offerings and tailored education. BrightDime creates an interactive, holistic view of a user's financial picture. All financial information is securely aggregated, and employees have a simplified way to create budgets, set and track financial goals, monitor net worth, assess debt levels, track investments vs. benchmarks and much more.

You

• Increased business productivity. Employee financial stress is pervasive in organizations and empirically linked to increased turnover, deterioration of workforce productivity, higher absenteeism, suboptimal HSA/401k participation and untimely retirement.
• Privacy.  Importantly, privacy is paramount. BrightDime works directly with employees, and no financial information is shared with the company, so that employees receive help confidentially.
• Holistic wellness program. Employers need to provide financial wellness in addition to traditional benefits to recruit and retain top talent.

Your Employees

• Highly personalized coaching. Employees receive personalized, real-time coaching to employees via an in-app chat. Like a concierge service for financial matters, no question from the employee is out of bounds.
• Integrated, user-friendly platform. BrightDime creates an interactive, holistic view of the employee's financial picture. All financial information is securely aggregated, and employees have a simplified way to create budgets, set and track financial goals, monitor net worth, assess debt levels, track investments vs. benchmarks and much more.
• Unbiased and independent content. Employees are not sold products, and receive unbiased, trusted advice to enhance their financial well-being.