Step 1
Get organized
Set up your Boldin Planner, and tell us a little about yourself and your goals for the future.
How to Plan for Retirement with Boldin
Discover how Boldin financial planning software delivers confidence
A 4-step process for getting organized, building your forecast, and making confident financial decisions.
Sign up for free
Step 2
See where you stand
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.
Step 3
Explore how to do better
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.
Step 4
Make stronger decisions and stay on track
Keep your planner updated as you make financial moves in life, then check in on the progress you’re making toward your goals.
The Boldin Planner puts you in the driver’s seat, with support when you need it
Through planning, you’ll increase your financial know-how. Need additional reassurance? Check out our many options for support.
Classes
Explore introductory and advanced financial planning classes at your pace and on your time.
Coaching
Access 1:1 coaching to get an expert pair of eyes on your plan.
Chat Support
Get your quick questions answered via chat with a member of our support team.
Community
Connect with peers and experts to get new ideas, share accomplishments, and grow together.
Financial Education
Browse articles and videos that walk you through the ins and outs of financial wellness.
Advisors
Work with a CERTIFIED FINANCIAL PLANNER™ to kickstart progress toward your goals.
Why should I choose Boldin?
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.
I can do this myself. Why do I need Boldin?
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 outlook.
How is Boldin different from a financial advisor?
Most advisors focus on investments. Boldin is built for retirement planning — helping you maximize the resources you already have, with or without investment management.
What if I want to cancel my subscription?
You can cancel a PlannerPlus membership anytime from your Boldin account. Go to Account Settings, open the Subscription tab, and click Manage. If you can't log in, email customer_service@boldin.com and include the email address on your account. You'll keep PlannerPlus features until your current billing year ends.
Can my spouse or partner be included in my plan?
Yes. Boldin is designed for household planning. You can model retirement for you and your partner together so your plan reflects real life.
How much does Boldin cost?
Boldin's Basic plan is free. It lets you build a personalized plan and run what-if scenarios. PlannerPlus costs $144 a year after a 14-day free trial. It adds unlimited Boldin AI conversations, Monte Carlo analysis, the Roth conversion explorer, and state and federal tax projections. Neither plan has hidden fees or investment management charges. For one-on-one guidance, Boldin Advisors offers a comprehensive retirement plan checkup with a CFP® professional for a $3,200 flat fee. See every feature by plan on the pricing page.
How do I get help if I need it?
We offer support options for every need: self-guided learning, chat support, one-on-one coaching, and access to CFP® professionals for deeper guidance.