Use WealthStep’s tested 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 and more. Basic version is free.
Know how much to save
Actionable goal clarity
Smart prioritized decisions
Life-stage & tax-smart investing
Free or low-cost options, 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 retirement readiness benefit improve morale, productivity, loyalty, retention, savings rates and life outcomes. Improve your people’s numbers, and watch company numbers improve too.
Get a rough estimate of how much $ you need for financial freedom.
See WealthStep’s Planning/Saving Advice for more refined calculations. Learn about the “4% rule” estimation used above, which is also before taxes and excludes Social Security.