WalletPrep

Your money plan, one step at a time

Answer 7 quick questions. Get the steps in the right order for you, each with short lessons, a calculator and a challenge. Free, no account.

  1. 1

    Know your numbers

  2. 2
  3. 3

    Get the full 401(k) match

  4. 4

    Pay off credit card and pay-later debt

  5. 5

    Invest 15% for retirement

Or start from your situation

Quick answers, worked out to the dollar

How it works

Get your plan

Seven questions turn into ordered steps: a cushion first, then your employer match, then expensive debt, then investing.

One step at a time

Each step comes with the lessons you need, a calculator for your own numbers and a challenge that makes it stick.

A few minutes a day

Today shows your next step, a one-minute money game and your streak. Get it by email if you like.

Get your money plan by email

One step each morning: what to do, why it comes in that order, and one small thing to try. About 5 minutes. Then one short note a week. Free, unsubscribe anytime.