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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.
Guidance and monitoring
Clear advice, action reminders, learning videos & reports. Basic version is free!
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
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.
Track your progress
- Learn what you need to do to get on track for financial independence.
Latest News
2022 retirement contribution limits increase for Gen X business owners
Retirement contribution limits increase for 2022 Employees will be able to save more in 2022 with the IRS increases to retirement plan contribution limits. You can defer an additional $1,000 through payroll deduction in 2022. This means…
11 financial planning and tax-saving moves to make before year end
As we rapidly head into the last few weeks of 2021, now is the time to take care of any time-sensitive financial planning moves and get prepared for 2022. You may be able to reduce…
Benefits
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
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 waitlist. Want a retirement preparation presentation at your company? Contact us.
The truth you need to know
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Most aren't on track to retire, especially when factoring in health care costs
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Many don't even know they're not on track to retire
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Emotional investing can harm results yearly
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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.