• Financial Education and Data Upkeep

    Start Your Wealth Journey

  • Your Wealth Journey Begins

    If you set out on a Journey - do you want to try to navigate

    it on your own?

    Of would you rather have a seasoned Guide to help you

    avoid the dangers and pitfalls most do-it-yourself people face?

  • Independent and Personal Coaching

    With a Personal Financial Coach - you have someone to guide you through the pitfalls of the Money Jungle

  • What does a great coach do?

    • Journals
    • Tracks
    • Organizes
    • Keeps Wiser Retire Online updated
    • Keeps personal accountable
    • Helps coordinate the pros if needed
      • Financial Planners
      • Accountants
      • Insurance People
      • Lawyers
      • Portfolio Managers
  • Our Financial
    Have A Process

    Our coaches have been trained in accurate

    date input, tracking and reporting.

    Matching this with your goals is essential

    to helping you achieve your Wealth Journey 

Guided Support and Data Upkeep

According to an Acefitness.com, a  study of a the power of a coach was done with a group of overweight people.

First they were split into two groups.  The group with a health coach lost 10% more weight than the group that didn't have a coach. 

By you tracking and monitoring your money, it will help you stay on track.  Part of staying on track is keeping your plan up to day and staying the course.  In addition to helping you stay on track, the Data  Coach can also coordinate and connect you with Licensed Financial Advisors, Portfolio managers, tax accountants, and lawyers.

What does a data support coach do?

  • Keeps Wiser Retire Online up to date for you
  • Set up your system to track of your goals and your progress to your goals
  • Sets up your system to notify you when you are off track
  • Set up and reviews the file structure with you on your financial, tax and legal documents organized through Wiser Retire Online
  • Set up your system to alert you to: 
    • Assuring you keep your legal documents updated
    • Assuring you are bidding your insurance policies annually
    • You are keeping the right records and taking advantage of tax strategies recommended to you from your financial planner
    • Assuring you are planning out for your financial goals and following the guidelines set by your financial planner
  • If needed, coordinates you with:
    • Your Financial Planner
    • Your Tax Planner
    • Your Tax Preparer
    • Your Insurance and Risk Manager
    • Your Portfolio Manager
    • Your Lawyer

Get Data Support Now

Disclosures.  This program does not offer investment advice.  The data coach will help you set up your goals and monitor your goals.  During your check-in, the coach will review with you the goals you have entered and how you are progressing.  The coach may recommend to speak with a tax specialist, an investment specialist, a lawyer or an insurance specialist. The monthly plan allows cancellation at any time. There is not a refund for unused days but the plan will simply not renew on the next monthly charge date.  You are responsible for the decision on who your hire to assist you with taxes, legal advice, portfolio advice and financial planning advice.