Use WealthStep’s proven Aim>Save>Invest>Spend process to accomplish your goals
An automated planning investment advice service focused on goals, action and patience.
Clear advice, action reminders, learning videos & reports. Basic version is free!
The basic version is free!
If you prefer to also have human advice, learn about options.
If you’re a 401k/retirement plan fiduciary, click here.
Know how much to save
Goal-shaping advice
Make smart prioritized decisions
Diversified & tax-efficient investing
Free or low-cost, no hidden fees
More relaxed with goals on track
A double-bottom-line service for companies that care. WealthStep isn’t just for individuals. Companies that provide WealthStep as a benefit improve morale, productivity, loyalty, retention, savings rates and retirement readiness. Improve your people’s numbers, and watch company numbers improve too.
For each new user, WealthStep will donate time to financial literacy education for kids and parents in underprivileged & other areas.
Want a presentation at your school? Join the waitlist. Want a retirement preparation presentation at your company? Contact us.
Learn more about these statistics
See how much you need for financial freedom
Learn about the “4% rule” estimation. Before taxes and excludes any Social Security.