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WealthStep = Free, easy Aim>Save>Invest>Spend advice by experts. Sign-up to see if you are on track for financial independence… and what to do next.

Optional: Use WealthStep Direct to manage your portfolio for a low fee (see FAQ). No fee for WealthStep 401k/retirement plan program accounts.

WealthStep guidance helps you make good retirement planning decisions:

  • Investments – What 401k option you should be using now
  • Retirement goal – how much “nest egg” money you need to start retirement
  • Savings rate – How much to save now to achieve that “nest egg”
  • Spending rate – How much to spend yearly in retirement without running out of money


WealthStep was designed by experts to solve a common problem… most people want financial independence but don’t know how much to save or when, or how to invest or adjust investments over time to fit their life stage.  To improve the world’s financial fitness, WealthStep applies decades of experience to make success simpler.

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