✨ 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
See why people call us the best retirement planner on the market.
Set up your Retirement Planner, and tell us a little about yourself and your goals for the future.
Get your personalized forecast for the future, along with insights and digital coach alerts to help you take action. Your forecast gets more accurate as you continue to share info.
Try out different what if scenarios to see what has the biggest impact on your future. We’ll show you opportunities and optimizations, as well as things to keep an eye on.
Keep your planner updated as you make financial moves in life, then check in on the progress you’re making toward your goals.
Through planning, you’ll increase your financial know-how. Need additional reassurance? Check out our many options for support.
Explore introductory and advanced financial planning classes at your pace and on your time.
Access 1:1 coaching to get an expert pair of eyes on your plan.
Get your quick questions answered via chat with a member of our support team.
Connect with peers and experts to get new ideas, share accomplishments, and grow together.
Browse articles and videos that walk you through the ins and outs of financial wellness.
Work with a CERTIFIED FINANCIAL PLANNER™ to kickstart progress toward your goals.
Boldin was built to help people retire with confidence—not just manage investments. Our Planner focuses on your whole financial life: income, expenses, Social Security, benefits, taxes, real estate, and more.
Spreadsheets can only take you so far. Boldin gives you clear projections, stress-tests your plan with Monte Carlo analysis, and shows how today’s choices shape your long-term outlo
Most advisors focus on investments. Boldin is built for retirement planning—helping you maximize the resources you already have, with or without investment management.
You’re in control—cancel anytime.
Yes. Boldin is designed for household planning. You can model retirement for you and your partner together so your plan reflects real life.
Boldin has simple, transparent pricing. There are no hidden fees or investment management charges—just a membership that gives you access to the Planner and support.
We offer support options for every need: self-guided learning, chat support, one-on-one coaching, and access to CFP® professionals for deeper guidance.
