Welcome to
Bright Life Planning, LLC
Wealth with Intention.
Legacy with Precision.
Plan with Purpose. Protect What Matters.
At Bright Life Planning, we partner with financially astute individuals, particularly real estate investors and disciplined savers, ready to take complete control of their financial future.
We specialize in designing bespoke whole life insurance strategies rooted in the Infinite Banking Concepts (IBC). These tailored solutions empower our clients to build liquidity, preserve capital, and unlock financial flexibility, without compromising their core values.
A Higher Standard of Financial Stewardship
We believe true wealth isn't just in dollars, but in purpose, freedom, and impact. The guiding words of great thinkers like Einstein, King, and Churchill reflect the spirit behind everything we do:
"Only a life lived for others is a life worthwhile." - Albert Einstein
"Life's most persistent and urgent question is, 'What are you doing for others?'" - Dr. Martin Luther King, Jr.
"We make a living by what we get, but we make a life by what we give." - Winston Churchill
At Bright Life Planning, our mission is to serve with integrity, provide clarity without complexity, and help clients build financial systems as principled as they are profitable.
Plan with Purpose. Protect
What Matters.
Unlock the Power of Your Savings.
Build a Legacy with Integrity.
At Bright Life Planning, we serve financially disciplined people —especially savvy savers and seasoned real estate investors—by helping them take control of their financial future using Infinite Banking Concepts (IBC). We specialize in designing custom whole life insurance strategies that work.
"Only a life lived for others is a life worthwhile." - Albert Einstein
"Life's most persistent and urgent question is, 'What are you doing for others?'" - Dr. Martin Luther King, Jr.
"We make a living by what we get, but we make a life by what we give." - Winston Churchill
These words define the heart of Bright Life Planning. Our mission is to serve with integrity, provide clarity, and empower people to make their money work smarter, without sacrificing their values.
Why Work With Us?
Choosing the right partner can make all the difference. Here's why our clients continue to trust us:
Expertise You Can Rely On - With years of experience and deep knowledge in our field, we provide strategic guidance solutions that deliver real results.
Personalized Service - We don't believe in one-size-fits-all. Every client is unique, and we tailor our approach to meet your specific goals and needs.
Integrity and transparency — We build lasting relationships through honesty, clear communication, and ethical practices. You'll always know where you stand.
Proven Track Record - Our history of success speaks for itself. We've helped countless individuals and businesses achieve their objectives and are ready to help you too.
Commitment to Your Success - We measure our success by yours. Your growth, security, and satisfaction are the heart of everything we do.
What We Offer
Customized Life Insurance Solutions - We design tailored life insurance strategies that align with your financial goals - whether you're looking to protect your family, grow wealth, or create a legacy.
Life Insurance Solutions tailored to help you build and leverage cash value
Infinite Banking Concept Coaching - Learn how to become your own banker. We guide you step-by-step in using properly structured whole life insurance to build liquidity, control, and long-term financial freedom.
Financial Education & Planning - We empower our clients with clear, practical financial education so they can make confident decisions about saving, investing, and leveraging their money wisely.
Our Promise
At Bright Life Planning, we promise to serve you with integrity, discretion, and a deep respect for your values and vision.
We are committed to:
- Designing personalized financial strategies that honor your goals and safeguard your legacy.
- Empowering you with clarity — so you always feel in control of your capital and confident in your decisions.
- Maximize the efficiency of your wealth through infinite banking strategies rooted in stability, not speculation.
- Protecting what matters most, while giving you the tools to create lasting impact for future generations.
Your financial plan should work as hard as you do, without compromise. That's our promise to you.
Ready to Take Control of Your Financial Future?
We work exclusively with individuals serious about building lasting wealth and leaving a legacy. If you're ready to explore tailored strategies that put you in control of your money, we invite you to take the first step.
About Me
Welcome, I'm Katrina Williams, the founder of Bright Life Planning, an Authorized Infinite Banking Practitioner, a Real Estate Investor, and the author of Smart Money Moves, a practical guide to foundational wealth strategies.
At Bright Life Planning, everything begins with experience. My journey with the Infinite Banking Concepts (IBC) isn't just theoretical - it's personal. I own multiple whole life policies and leverage them to grow my real estate portfolio, preserve liquidity, and keep capital working. This isn't just what I teach - it's how I live.
I work with financially savvy professionals and investors serious about building lasting wealth. Whether you're optimizing cash flow, funding future investments, or creating a legacy for the next generation, I provide personalized strategies grounded in the principles of IBC and supported by real-world results.
My promise is simple: to serve with integrity, to provide clarity in a complex financial world, and to help you make confident, informed decisions that reflect your values and ambitions.
Let's build your legacy - with purpose, precision, and the long view in mind.
Please provide your Name, Email, and Cell Phone Number, and we will contact you to schedule a confidential consultation.
What Are You looking for? (1) Build Tax-Free Wealth, (2) Create Generational Wealth, (3) Leverage Cash Value for Investment Opportunities, (4) Debt Elimination Using Smart Money Tactics. (5) Not sure yet - just exploring)
Your future deserves a smarter strategy - and it starts here.
© 2022 Bright Life Planning, LLC