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WealthStep guides you through the keys to financial independence

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Focused on what matters

Use WealthStep’s proven Aim>Save>Invest>Spend process to accomplish your goals

The best of both worlds

An automated planning investment advice service focused on goals, action and patience.

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Guidance and monitoring

Clear advice, action reminders, learning videos & reports. Basic version is free!

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WealthStep is for you if you:

  •  Need help knowing how much to save and how to invest
  • Don’t want to feel intimidated by financial matters
  • Know you can be successful with good guidance
  • Value advice driven by experts + algorithms
  • Need proactive reminders and video tips
  • Want the option of a human advisor in the future

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.

Benefits

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Know how much to save

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Goal-shaping advice

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Make smart prioritized decisions

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Diversified & tax-efficient investing

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Free or low-cost, no hidden fees

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More relaxed with goals on track

Why WealthStep – Because great fiduciaries care

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.

WealthStep gives back

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 waitlistWant a retirement preparation presentation at your company? Contact us.

The truth you need to know

0 % Most aren't on track to retire, especially when factoring in health care costs

0 % Many don't even know they're not on track to retire

0 % Emotional investing can harm results yearly

$ 0 Is the 2020 average pre-tax monthly Social Security payment enough?

Learn more about these statistics

How ready are you?

See how much you need for financial freedom

If you save this much by age 65: $ You might be able to spend this monthly in retirement: $1,667

Learn about the “4% rule” estimation. Before taxes and excludes any Social Security.