Financial Checkup
Get a comprehensive review of your financial picture; ensuring all parts of your plan are working together.
with BrightDime One-on-One Coaching.
Simply choose the method that fits your schedule and life:
Book a 15-30 minute video, phone, or private in-app chat session. Best for in-depth discussions and comprehensive goal-setting.
Quick questions and check-ins are easy via In-App Chat, or enable SMS Coaching and text with your coach at any time.
Get equipped with the tools needed to reduce financial stress and stay focused on what really matters.
Get a comprehensive review of your financial picture; ensuring all parts of your plan are working together.
Create actionable plans to get out of credit card, student loan, or other high-interest debt, FAST!
Develop a realistic budget, set up an emergency fund, and make progress toward essential short and long-term goals.
Understand complex topics like 401(k)s and IRAs, determine personalized savings targets, and plan for your future.
Plan for significant life events like buying a home or deciding whether to buy or lease a car.
Navigate money with your partner, build positive financial habits and skills with the whole family.
All conversations with your BrightDime Coach are completely confidential.
If your account is employer-sponsored, your employer will never know the content of your coaching sessions.
We will never share individual details about you or your conversations.
Here you can find some of the most common questions we receive.
Our one-on-one coaching gives you direct access to a dedicated financial expert who helps you understand your money, set goals, and make confident decisions. It’s personalized guidance - not generic advice or automated tools.
BrightDime coaches don’t sell products or manage investments. They focus on education, behavior change, and practical steps you can take today. Their goal is to help you build long-term financial confidence, not pitch services.
Our coaches are trained financial professionals with years of experience helping individuals navigate budgeting, debt reduction, credit improvement, retirement planning, and more. They provide unbiased, judgment-free support.
Anything related to your financial life. Common topics include:
Budgeting and spending habits
Debt payoff strategies
Credit score improvement
Saving and investing basics
Retirement planning
Major purchases (home, car, education)
Financial stress and confidence
If it impacts your money, your coach can help.
Not necessarily. Your coach will guide the conversation. If you have specific questions, documents, or goals, feel free to bring them - but simple curiosity is enough to get started.
Get in touch with a member of our team below.