Financial Coaching

Support and Handholding, when, where, and in the format best suited for every individual - based on your stage in life, type of question, comfort level, time availability, and other factors

Wealth building, from the palm of your hand

BrightUp Buddy

In-the-moment text-based Q&A. Quick responses for common questions - education, savings, retirement, loans, etc.

Financial Coach

Speak to skilled financial coaches for everyday financial questions over the phone.

Financial Advisor

Access to CFPs for quarterly/annual financial reviews and recommendations