WealthStep: Guidance to get there

Are you on track?

Everyone wants financial independence, but few know how to achieve it or where to start. WealthStep provides AIM > SAVE > INVEST > SPEND advice customized to your goals… a simple and clear plan to help you get on, and stay on track to becoming free of money worries.

  • AIM: How much money you’ll need by the date you want be able to stop working
  • SAVE: How much to save now to meet that “nest-egg” goal
  • INVEST: How to invest wisely for each life stage, and learn your risk profile
  • SPEND: How much to spend in retirement without running out money

Financial flexibility is at your fingertips… and it doesn’t have to be complicated. WealthStep was built by experts with decades of experience, so that people who aren’t yet millionaires can get good help.

There are two ways to access WealthStep:

WealthStep 401k/Retirement Plan users – FREE Aim > Save > Invest > Spend advice, video/article education and portfolio management. Plan sponsors/companies pay the fee.

WealthStep Direct clients – FREE Basic Aim > Save > Invest > Spend advice & video/article education. Access to Advanced advice and portfolio management for a low, transparent fee. Optional financial planning projects with a human advisor available to WealthStep Plus clients. Learn more.

Make smart financial decisions, confidently. Live a lower-stress, higher-fun, financially-fit life. Live life on your own terms, and spend more time on causes and doing things that are important to you. The world and your future-self will thank you.

WealthStep’s investment process uses institutional-quality research and resources used by many multi-billion-dollar investors, with highly diversified, low cost, tax-efficient portfolios designed for your different stages of life and risk tolerance.

Review the FAQ and blog for interesting additional insight and information. Get tips and reminders about how to stay on track via email, Facebook, Twitter, YouTube etc. Get Started… join the WealthStep movement.

WealthStep… Simplifying the steps towards financial independence