✨ 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.
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Boldin AI is an AI-powered financial planning tool that works inside your complete retirement plan. It uses your real income, savings, taxes, and spending data to run personalized scenarios through Boldin’s financial modeling engine, then explains the results in plain language. Available free to all Boldin users.
Ask Boldin AI anything about your retirement. It reads your full financial plan, runs real scenarios, and tells you what the numbers actually mean for you.
Three steps. Your real data. Clear answers in seconds.
Boldin AI works with the data in your Boldin plan, so the more accurate your inputs, the better your answers. Take a few minutes to review your income, savings, expenses, and assumptions. The more complete your plan, the more useful every conversation becomes.
Just ask what’s on your mind. “Can I afford to retire two years early?” “What happens if the market drops 30%?” You don’t need to know the right terminology. Boldin AI understands everyday language and connects your question to Boldin’s financial modeling engine.
The AI runs scenarios using your actual plan data and explains what the numbers mean for you. You’ll see trade-offs, opportunities, and next steps in conversational language that’s easy to follow, not financial jargon.
Ongoing independent security audits.
In transit and at rest. No exceptions.
Your data doesn’t train public AI models.
Zero commissions. Zero product sales.
Whether it’s retirement timing, Roth conversions, market crashes, or a dream purchase, Boldin AI covers the full spectrum of your financial life. Every answer is grounded in your real plan data, not generic advice from the internet.
Models your earliest secure retirement date based on your full plan.
Runs tax-optimized scenarios across your projected retirement timeline.
Stress-tests a major purchase against your long-term financial security.
Simulates a downturn and shows how your plan holds up under pressure.
Audits your inputs and flags gaps or outdated assumptions.
Explores strategies within the context of your income, assets, and timing.
Generic AI guesses from the internet. Boldin AI works inside your real financial plan.
Every Boldin user gets access to Boldin AI. PlannerPlus unlocks the full experience.
Get started with AI-powered planning.
No credit card required
Unlock the full power of AI-driven financial planning.
Billed annually at $144/year
Create a free Boldin account and ask Boldin AI your first question in minutes.
ChatGPT and similar tools answer from general internet knowledge. Boldin AI works directly inside your financial plan, using your real income, savings, taxes, and spending data. All projections are calculated by Boldin’s financial modeling engine, not the AI itself, so every response is grounded in your actual plan.
Yes. Boldin maintains SOC 2 Type II compliance with encryption in transit and at rest. Your data is never sold, and your AI conversations are not used to train public models. Third-party AI providers are contractually bound to protect your information.
No. All Boldin users, including free Basic accounts, get access to Boldin AI. PlannerPlus users get unlimited conversations along with advanced features like Roth conversion modeling and Monte Carlo simulations.
The AI explains results. It doesn’t generate the financial math. All projections come from Boldin’s proven planning engine using your real data. The AI is in beta and can occasionally make mistakes, so we encourage reviewing important decisions and consulting professionals when appropriate.
