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.
The basic version is free, as part of our global financial literacy effort.
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
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.
For each new user, WealthStep will donate time and/or $ 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.
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.