A Check-up For Your Finances?

A Check-up For Your Finances?

A Check-up For Your Finances?

Take a peek under the hood and find out
what parts of your finances could use some tuning up.

With two simple steps you can have a better feel for where you are at today and learn about options for building your financial horsepower. Take advantage of a complimentary financial checkup with a brightpeak financial guide today.

Step 1:
Receive a complimentary Financial Check-up

Schedule a phone call with one of our financial guides who will walk you through some key questions about spending, debt, savings, safeguards, and your goals. There’s no need to gather a bunch of financial documents – these are questions you can answer on the spot!

Step 2:
Review, prioritize and get going on your personalized Action Plan

Your financial guide will create and send you a customized Action Plan that provides a snapshot of where you are today and outline ways to help you gain ground on the financial goals YOU identified.


Get a free