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!
Know how much to save
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.
See how much you need for financial freedom
Learn about the “4% rule” estimation. Before taxes and excludes any Social Security.