Please watch each of these videos and when
done click on the start plan button


Or Start With Downloading The Preparation Documents

Step 1 Expense and Budget Form

Please click on the button below to download the PDF worksheet.  You can decide whether you are going to use the detailed expense format or the simple method.

Download

Step 2 Goal Sheet

Please click on the download button to print the PDF format of our goal setting worksheet.  You can print as many of these as you like.  This worksheet will help you add or remove goals so the goals you set up in Wiser Retire Online will be meaningful

Download

Step 3 Document Checklist

Please click on the download button to receive the PDF of all the documents you will need to pull together. This will help you whether you are using the free plan or the paid set up plan. Either plan will require you to organize your information.

Download

Step 4 Risk Questionnaire

Please click on the button below to download risk questionnaire.  This is important whether you have the free plan or a paid set up plan. The risk questionnaire will guide you through the process of how to detect your true risk tolerance.

Download

Setting Up Your Wiser Online Account

The first step is to set up your Wiser Retire Online Account.  Please watch this video to learn how.

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 1 Setting Up Your Family Profile

Learn how to enter you basic family profile.  Includes spouses, RDP, children, grandchildren and even family that you take care of

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 2 Setting Up Your Income

Whether it is income from a job, a business or even an annuity, learn how to enter to your Wealth Journey

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 3 Set Up Your Savings

401-ks, IRAs, ROTHs, Backdoor ROTHs, and even HSAs. Learn how to enter the places you save to for your Wealth Journey

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 4 Net Worth

Learn how to set up the Net Worth step.  This is where you will enter investment accounts, real estate, lifestyle assets and debts.

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 5 Setting Up Your Expenses

Learn how to either use the detailed method or the simple method of setting up your expenses.  This will give you the baseline to test new goals and also risks and what-if scenarios

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 6A - How to Set Goals

Please download the Goal Worksheet - available on the top of this page.  Goal setting is one of the least taught skills in our American school system, yet one of the most important for achieving financial success. If you are skilled at goal setting then jump right into the video and set your goals in the Goals Step.  If you have never been taught proper goal setting skills,  download the worksheet, then jump in and start mapping our your future

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Step 6B - Setting Up Your Goals In
Wiser Retire Online

Hopefully you have watched the 6A video on How to Set Goals and you have used the worksheets to set specific, measurable, attainable, realistic and timed goals.  SMART - GOALS.  If you have, now watch this video to learn how to convert those goals into your Wiser Retire Online Account

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up

Set up your vault

If you are setting up your Wiser Retire Online account as a free user, or even converting to a paid set up member, please watch this video so that you keep all your documents private from anyone but you.

If You Would Like Us To Set Up For You, Click On Below

Set Up For Me - Simple Set Up
Set Up For Me Advanced Set Up