Nestwise

Start here

A simple way to turn this into a real retirement planner

The app is strongest when it understands the household balance sheet, retirement income sources, tax situation, and planning constraints. Use this page as the setup order an expensive planner would usually walk through with you.

Step 1

Organize assets and accounts

Add brokerage, IRA, Roth, trust, cash, and other accounts on the assets page.

Step 2

Add income, tax, and retirement facts

Capture pensions, Social Security timing, tax details, and withdrawal questions.

Step 3

Use the planner tools

Move into the assistant, markets, and investment oversight once the facts are in.

What a real planner would ask for

Account types, holdings, cash reserves, share counts, cost basis, and which assets are taxable, IRA, Roth, trust, or otherwise restricted.

Income sources such as pensions, Social Security, distributions, annuities, and the spending level the household is trying to support.

Tax facts, filing situation, realized gains, Social Security claiming choices, withdrawal questions, and any Roth conversion or bracket-management concerns.

Beneficiaries, estate notes, healthcare or Medicare concerns, and long-term-care questions that change the plan.

Optional business ownership, board context, or concentrated-position facts when those influence family wealth decisions.

Needed input

Accounts and assets

Add holdings, account balances, account type, and cost basis so the app can support withdrawal, allocation, and tax decisions.

Open assets page

Needed input

Income, taxes, and withdrawals

Add income sources, filing facts, capital gains context, retirement details, and withdrawal questions the assistant should never guess.

Open retirement and tax intake

Needed input

Optional business or concentrated-holding context

Use this only if business ownership, board work, or company-specific exposure affects the broader household plan.

Open optional context intake

Research materials

Refresh the evidence library

If the planner needs fresher source material, use the existing sync workflow to pull in the tracked research sources. This is the current path for getting documents into the evidence library.

Connect a research database to enable live sync and document ingestion.

Best places to go next

Assets

Organize accounts, holdings, balances, and allocation in one place.

Retirement planner

See spending needs, income sources, reserves, and withdrawal buckets in one view.

Investment oversight

Review concentration, valuation, and next moves across owned positions.

AI planner

Ask practical retirement, tax, withdrawal, and portfolio questions once the facts are in.