Use WealthStep’s proven Aim>Save>Invest>Spend process to accomplish your goals
An automated planning and investment service focused on goals, action & patience
Clear advice, action reminders, learning videos & reports. Basic & 401k version 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
See how much you need for financial freedom
Learn about the “4% rule” estimation. Before taxes and excludes any Social Security.