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
Book a 1:1 session to verify your data, understand your numbers, and get more out of the Boldin Planner.
Get reassurance that your data is entered correctly, walk through your key metrics, learn more, and gain confidence in your plan.
Walk step by step through all data in your plan.
Confirm your understanding of financial strategies.
Gain a better understanding of your future financial security.
See how to track against your retirement objectives.
Learn about tax, real estate and other advanced tools.
Create a plan of action.
Our coaches are experts in the Boldin Planner — and they’re here to help you get it right. Whether you’re setting up your plan for the first time or want to validate what you’ve already built, they’ll make sure your data is accurate, walk through your metrics, and make sure your scenarios are working the way you intend. Because a plan worth having is a plan worth trusting.
Select a time slot for your private session.
Work one-on-one with a Boldin expert on Zoom to confirm your plan is set up correctly, walk through your key metrics, get your questions answered and ensure that you’re getting the most out of the planner.
Leave confident in your plan, your mastery of the software, and your financial future. Have more questions? You can always schedule a follow-up session.
Role With 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.
Background Jean 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 time When she’s not helping you with your retirement plans, Jean is busy with her three young children.
Role Debbie is a financial wellness coach on the Boldin team, focused on simplifying financial complexity and helping members build resilient, personalized plans.
Background Debbie brings over a decade of client service experience at Wells Fargo, Schwab, Fidelity, and JP Morgan, along with FINRA Series 6 and 7 and NASAA Series 63 and 65 credentials. She connects with clients through empathy and clear guidance — meeting people where they are and helping them set and stick to realistic goals.
In Her Free Time In her personal life, Debbie actively balances the demands of raising teenagers with her love of sports, strategy games, and community involvement. Whether on the tennis or golf course, or spending quality time with family, she cherishes building meaningful connections in both her personal and professional life
Role “Let our advance worrying become advance thinking and planning.” — Winston Churchill. These words have guided Frances throughout her career and in planning her own financial future. As a Boldin coach, her goal is to replace financial anxiety with informed confidence.
Background Originally trained as a CPA in Australia, Frances brings 25+ years leading transformation, risk, and compliance initiatives for international financial services firms across Europe and the US. She came to Boldin as a subscriber first — and credits the planner with giving her the confidence to leave corporate life and pivot to work that aligns with her sense of purpose.
In Her Free Time Frances tries to be Mom to her increasingly independent teen and also serves on the Board of a children’s performing arts non profit. Now that she has more flexibility in her schedule she is enjoying learning French and rediscovering her love of the piano. To let off steam she rides her bike or runs in Central Park.
Role Jennifer Latimore believes true wealth lies in the ability to fully experience life. As a Boldin coach, she connects your daily financial decisions to your long-term goals — taking the time to understand your unique circumstances, values, and vision so your plan is genuinely yours.
Background Jennifer grew up in Georgia, launched a career in entertainment in Chicago, and discovered her calling helping fellow performers navigate their finances. She became an AFCPE member and provided financial guidance to those with pressing needs. Now based in Los Angeles, she holds the California Life & Health Insurance, FINRA SIE and Series 7, and NASAA Series 66 credentials. Her path from the stage to financial coaching is unconventional — and exactly what makes her good at it.
In Her Free Time Jennifer enjoys spending time with her young pup Bishop and exploring the LA dining scene. She might also be found on a stage or set, empowering audiences through her storytelling. One of these days she plans to make a trip to Big Bear Lake and take on the slopes!
Role “If you want it done right, do it yourself” has its merits — but when outcomes really matter, the right tools and guidance make all the difference. Michael helps simplify complex financial decisions, spot overlooked risks, and make the most of what Boldin offers. Sometimes that means reframing a problem outside the spreadsheet.Michael’s goal is to serve as a helpful resource alongside your planning journey.
Background After serving in the Air Force, Michael began his finance career at Charles Schwab before moving to other financial institutions. That path shaped a deep commitment to making financial education more accessible — a value that brought him to Boldin.
In His Free Time One of Michael’s love languages is “quality time”, so he enjoys spending time with his wife, who does not share this same love language and is perfectly content with personal time. He loves to be outside and active when able: biking, paddling, hiking, playing tennis, or landscaping at his home, preferably with his family or a friend he has successfully convinced to join. Michael believes that everything is better with music (especially country, blues rock, or oldies) in the background and when time allows, he enjoys learning to play the guitar.
Role David believes financial planning is analytical at its core — and deeply personal at its best. He works with Boldin members to build plans that don’t just model the numbers, but reflect their values, goals, and vision for how they want to live.
Background David brings a background spanning sales leadership, data analytics, and strategy consulting paired with a lifelong passion for personal finance to Boldin’s Financial Wellness Team. That combination shapes his coaching style: translating complex financial data into clear insights and decisions people can act on with confidence.
In His Free Time When he’s not exploring financial plans, David enjoys adventuring in Colorado’s Rocky Mountains – skiing, hiking, and spending as much time as possible outdoors. He’s also an avid reader & podcast listener who enjoys unwinding with a novel or discovering new ideas in personal finance and beyond.
Role Chuck believes everyone deserves access to the education and tools to plan their financial future with confidence. Financial information is everywhere — but money is personal, and bridging generic advice with your own circumstances takes real guidance. His goal is to make Boldin’s tools feel approachable and give members genuine peace of mind.
Background Chuck spent his early career in telecommunications before transitioning to finance, where he spent 21 years at a major Wall Street firm. He un-retired in 2021 — which says something about the pull of this work. Today he runs a small RIA in Bend, Oregon and teaches Business, Accounting, and Personal Finance at Central Oregon Community College.
In His Free Time Chuck enjoys playing golf, making music, and wrenching on cars that need a little TLC.
