Your goals, saving and investing made simple
Learn More
This is beta version. Request a beta invitation:
Have an invitation?  Click here

WealthStep guides you through the keys to financial independence

icon-metters

Focused on what matters

Use WealthStep’s proven Aim>Save>Invest>Spend process to accomplish your goals

The best of both worlds

An automated planning and investment service focused on goals, action & patience

icon-monitor

Guidance and monitoring

Clear advice, action reminders, learning videos & reports. Basic & 401k version free!

white-girl

WealthStep is for you if you:

  •  Need help knowing how much to save and how to invest
  • Don’t want to feel intimidated by financial matters
  • Know you can be successful with good guidance
  • Value advice driven by experts + algorithms
  • Need proactive reminders and video tips
  • Want the option of a human advisor in the future

The basic version is free! If you prefer to also have human advice, learn about options . If you’re a 401k/retirement plan fiduciary, click here.

Benefits

benefits-icon-4

Know how much to save

benefits-icon-1

Goal-shaping advice

benefits-icon-2

Make smart prioritized decisions

benefits-icon-5

Diversified & tax-efficient investing

benefits-icon-3

Free or low-Cost, no hidden fees

benefits-icon-6

More relaxed with goals on track

WealthStep gives back

For each new user, WealthStep will donate time to financial literacy education for kids and parents in underprivileged & other areas.

Want a presentation at your school? Join the waitlistWant a retirement preparation presentation at your company? Contact us.

The truth you need to know

0 % Most aren't on track to retire, especially when factoring in health care costs

0 % Many don't even know they're not on track to retire

0 % Emotional investing can harm results yearly

$ 0 Is the 2017 average pre-tax monthly Social Security payment enough?

Learn more about these statistics

How ready are you?

See how much you need for financial freedom

If you save this much by age 65: $ You might be able to spend this monthly in retirement: $1,667

Learn about the “4% rule” estimation. Before taxes and excludes any Social Security.