Getting Started for Paid Members

Welcome To The Paid Set Up

Welcome and How To Start Video

Welcome to the Simple or Advanced Set Up. We will set up your Wiser Retire Account for you. There are a few minor actions we need you to take. Please watch the short video to learn how to get started

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.

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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

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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.

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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.

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How to Set Up Your Vault

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Any examples of returns, tax rates and risk is only an example and should not be considered a projection, a guarantee or any type of return that Wiser Retire, LLC system can provide to you. The illustration of a return and the net efficiency depends on many factors such as the tax laws, your personal tax situation and other non-controllable factors. Wiser Retire, LLC does not make any warranties, guarantees or promises that by using the system that you will have higher returns, higher net returns, lower risk or have any predictable outcome. Wiser Retire, LLC is providing a tool to calculate options and alternatives that most financial advisors do not provide. Wiser Retire, LLC does not offer individual financial advice and only provides the tools and education for the do-it-yourself investor but may provide assistance in setting up the data and running scenarios within the system but may not provide recommendations. Please seek a licensed financial planner or contact us for a referral.

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