✨ Get to know Boldin’s AI Planner Assistant
The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
Getting comfortable with your money is not always easy. That’s where the Boldin Way to Plan intro classes comes in.
Drop into these daily classes and increase your confidence. Explore the fundamentals of saving, spending, investing, and protecting your money as you increase your financial literacy. Learn more about planning and how to use the Retirement Planner.
We start by putting you at the center of the planning process as we get to know each other and talk about how your values impact the decisions you make when financial planning.
We’ll help you understand your Retirement Chance of Success score and how to use the Financial Wellness metrics to get a full view of your financial strengths and weaknesses.
Learn how to use “what if” scenarios and other powerful tools to answer your financial questions and make informed decisions about your money and life.
One of the most powerful tools in the Boldin Retirement Planner is the Roth Conversion Explorer. Learn how to use this tool as well as how to enter your own schedule of conversions.
Imagining your future (and what it is going to cost) is the foundation of your future financial wellness. Go beyond monthly budgeting to unlock the life you want.
While there is a lot more to retirement planning than your savings and investments, there is no doubt that this money is important.
Income is about more than just your paycheck. Let’s take alook at various way you can make money, how you can makemore, and how different types of income impact your future security.
Stop by to ask your deepest questions about the Retirement Planner. Our experts will be on hand to provide answers.
Tune in anytime to our quick Getting Started series, the detailed Setting Up Your Plan course, and the Dive Deeper series. Find the answers you are looking for on topics like tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
Sure, you’ll expand your financial vocabulary. But, more importantly, you’ll really understand your money.
Join live interactive zoom sessions (day or evening). Or, go at your own pace with our pre-recorded classes.
Always know what’s next and feel confident as you take steps toward building your financial plan.
Ask our experts your own questions and learn from your peers.
Use the Boldin Retirement Planner to build a plan that you feel good about.
You won’t learn the “right” way to manage your finances. We’ll help you find your way.
RoleNancy is a wealth of knowledge and loves working with the Boldin community as an educator and coach. You’ll meet her during Office Hours, in classes, and in live plan review sessions. Her goal is to educate and support you as you design your plan with complete confidence for today and for the future.
BackgroundWith a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.
In her free timeWhen she’s not crunching numbers, Nancy can be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu and Angkor Wat.
RoleWith Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.
BackgroundJean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.
In her free timeWhen she’s not helping you with your retirement plans, Jean is busy with her three young children.
Unlock the full power of the planning with the most comprehensive DIY planning tool, plus live and pre recorded classes. It’s time to feel more confident about your future.
Includes the 8-week Intro to Planning class, 16+ in depth classes, and live Q&A sessions each week.
Better than a simple retirement calculator, the Planner Basic is a great way to take control of your future.
