✨ 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
Our 1:1 coaching provides a fresh pair of expert eyes on your plan.
Get reassurance that your data is entered correctly. Learn how to maximize the tools for a wealthy and secure future.
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.
We get that financial planning can be intimidating. We’re here to help as you level up your skills and deepen your understanding of personal finance. Our coaches are experts in financial planning as well as our Planner and can help you over any speed bumps on your path to financial security.
Select a time slot for your coaching session
In a private 50 minute Zoom session we’ll ensure your data is entered accurately in the Boldin Planner, go over your questions, and identify opportunities.
You’ll feel more confident about your future financial security and have the know how to stay on track. Have more questions? You can always schedule a follow-up session.
Role Nancy, an essential member of the Boldin team, offers a confidential, supportive environment as she guides you in building a personalized financial plan using the Boldin Planner. She is passionate about helping you grow your financial literacy and confidence, empowering you to make informed decisions, feel more secure, and move toward your goals.
Background Nancy joined the Boldin team in 2021 after a 30-year career in the education sector. Guided by a long-standing commitment to education and empowerment — and supported by her knowledge of financial wellness and the financial services landscape — she now applies her expertise as a financial wellness coach, helping people navigate their financial lives with clarity and confidence.
In her free time When she’s not crunching numbers, Nancy enjoys exploring the outdoors on a hiking trail or relaxing with a great book. She’s also an avid traveler and passionate “templer,” having visited awe-inspiring sacred sites around the world, including Teotihuacán, Machu Picchu, and Angkor Wat.
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 dedicated financial professional and a valuable member of the Boldin Financial Wellness team, committed to guiding Boldin members through life’s financial complexities. Debbie’s approach centers on simplifying financial matters and making financial well-being achievable for all. Her ultimate goal is to support you in creating and maintaining a resilient plan tailored to your personal circumstances and goals.
Background With over a decade of experience delivering client services at leading financial institutions such as Wells Fargo, Schwab, Fidelity, and JP Morgan, Debbie brings a deep understanding of personal finance and investment strategies. She holds credentials from passing the FINRA Series 6 and 7 exams, as well as the NASAA Series 63 and 65 exams. Debbie’s extensive industry background enables her to connect with clients on a personal level—empathizing with their emotions, understanding their unique circumstances, and offering guidance without judgment. She excels at simplifying complex financial topics and empowers clients to set realistic goals while staying committed to achieving them.
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 served Frances well throughout her career and when planning her own financial future. Her goal as a Boldin Planner coach is to educate and empower Boldin community members to design robust financial plans so that advance worrying is replaced with informed confidence.
Background Originally trained as a CPA in Australia, Frances has enjoyed more than 25 years leading major transformation, risk and compliance related initiatives for international financial services institutions in Europe and the USA. Frances initially joined Boldin as a subscriber and is pleased to report that the Boldin planner gave her the confidence to step back from her corporate career a couple of years ago so that she could pivot to work more aligned with her sense of purpose and mission.
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 that true wealth lies in the ability to fully experience life, a philosophy inspired by Henry David Thoreau. As a financial coach, Jennifer is deeply invested in increasing your financial literacy and helping you connect your daily financial decisions with your long-term objectives. She dedicates time to building a strong rapport with each individual she coaches and knows that understanding your specific circumstances, goals, and values are key to creating a personalized, robust, and adaptable financial plan. Jennifer’s meticulous approach ensures that you feel a sense of empowerment, confidence, and security about your financial future.
Background Jennifer hails from Georgia but comes to Boldin by way of Chicago, where she began a successful career in entertainment as an actor. Her love of the stage transformed into a desire to help her fellow performers achieve their financial aspirations. While in the Midwest she was a proud member of the AFCPE and provided financial guidance to those with pressing financial needs. Now based in Los Angeles, Jennifer has expanded her expertise by passing the California Life & Health Insurance exam, the FINRA SIE and Series 7 exams, and the NASAA Series 66 exam, developing a comprehensive understanding of the financial services and securities industries. Her joy still remains in guiding individuals to create a financial plan which aligns their financial decisions with what they truly value, fostering financial confidence, and enabling them to make their life goals a reality.
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 While “if you want it done right, do it yourself” has its merits, Michael believes the right tools—and the right guidance—are key when outcomes matter most (like, your financial future). As a coach, he helps simplify complex financial decisions (sometimes reframing issues outside the spreadsheet), spot risks, and highlight areas that might otherwise be overlooked. Whether guiding users through Boldin’s features or offering a second set of eyes on their plans, Michael’s goal is to serve as a helpful resource alongside your planning journey.
Background Following his service in the Air Force, Michael embarked on his finance career with Charles Schwab before transitioning to other financial institutions. His experiences have fueled his desire to enhance the accessibility and standards of financial education and guidance, a principle that aligns with Boldin’s core values.
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 With a natural talent for numbers, a sharp eye for detail, and a genuine desire to connect with others, Rae serves as a Financial Wellness Coach and Business Analyst at Boldin.
She enjoys exploring plans with users, guiding them through all the capabilities of the tool, and helping address their financial questions along the way.
Background Rae’s analytical inclinations and desire for meaningful work making a difference in the lives of others led to an early career pivot from project management to the dynamic field of financial planning. She now has 5+ years of experience in the financial planning industry, having previously worked at small fee-only planning firms.
In her free time Rae adores dogs, is an avid disc golfer, and loves to travel, especially places with awesome hiking trails.
Role David’s approach to financial planning is analytical at its core. He is also a firm believer that personal finance is deeply personal, and is at its most powerful when it is blended with intentional lifestyle design. David works with Boldin’s users to ensure their unique plans provide a sense of security that supports their values, goals, and vision for the future.
Background David brings a lifelong passion for personal finance to Boldin’s Financial Wellness Team. His professional background spans sales leadership, data analytics, and strategy consulting. These experiences shape his coaching style—helping people confidently plan their financial futures by translating complex financial data into clear insights and actionable decisions.
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 As a Boldin Coach, Judy’s role is to teach users how to use the software—not to provide financial advice. She focuses on helping people understand the tools, model scenarios, and feel confident using the platform. She frequently redirects users and YouTube viewers to Boldin’s CFP team and other appropriate resources when advisory questions arise. Her goal is simple: empower users to turn uncertainty into clarity by confidently using Boldin’s tools.
Background Judy brings a multidisciplinary background to her role as a Boldin Coach, with experience spanning healthcare education, marketing/communications, graphic design, real estate, and small‑business ownership. She spent 15 years in healthcare as a Registered Nurse and Physician Educator, where she taught clinicians how to use complex systems, interpret data, and make informed decisions—skills that directly parallel her work helping Boldin users navigate the platform with clarity and confidence. Judy also spent 20 years in Marketing Communications, and Graphic Design, giving her a strong foundation in simplifying complex information, creating intuitive visuals, and communicating clearly across diverse audiences.
In Her Free Time Outside of Boldin, Judy runs the YouTube channel Reflections & Real Talk, where she explains financial concepts and retirement planning in a relatable, story‑driven way. She has responded to hundreds of viewers’ comments, consistently guiding them toward accurate information and qualified support.
