PlannerPlus Price Is Increasing July 14 — For New Subscribers Only

Starting July 14, the annual price for new Boldin PlannerPlus subscriptions will increase from $120 ($10/month, billed annually) to $144 ($12/month, billed annually).

This is our first price update in more than two years, and we want to be upfront about why we’re making this change and what it means for you.

Why We’re Raising the Price

Simply put, our costs have gone up. From cloud computing and secure account linking to world-class customer support and compliance, delivering the quality Boldin experience you expect requires significant resources. And like many businesses, we’re feeling the effects of inflation.

But this decision isn’t just about covering costs. It’s about continuing to build the most powerful, user-first financial planning platform available — one that empowers you to make smarter decisions with your time and money.

The Value Boldin Delivers

We believe PlannerPlus delivers exceptional value at any price. Boldin users:

  • Retire earlier with confidence
  • Discover hundreds of thousands of dollars in tax savings
  • Make smarter investment, work, and life decisions
  • Feel more clarity and control over their future

Every update we make — from new features to better guidance and education — is aimed at helping you plan and live better.

What This Means for You

No change for current subscribers!

In appreciation of your support, trust, and loyalty, existing PlannerPlus subscribers are price-locked. We will keep you at your current cost for as long as your subscription stays active.

Not a subscriber? It’s not too late to lock in $120

Have you been thinking about subscribing? Now is the time. You have until July 14 to unlock the full power of financial planning and the confidence that comes with control and know-how about your money. Sign up for PlannerPlus at $120.

Thank You for Being a Part of the Boldin Community

Thank you for being a part of the Boldin community. We wouldn’t be here without you and your feedback helps us to improve the tool and therefore people’s lives.

We look forward to supporting you on your road to financial security and happiness.

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.

You might also like

All Posts
How many 401k rollovers per year Uncategorized

How Many 401k Rollovers Per Year: Rules and Strategy

How many 401k rollovers per year can you do? Understand the one-per-year rule, direct rollovers, taxes, and smart timing with Boldin’s Savings Playbook.

September 15, 2025
strength to strength Lifestyle

The Smart Case for Retiring Earlier Than You Think

Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.

March 31, 2026
Kinder Questions Aging Well

Kinder’s 3 Powerful Questions: Use These to Transform Your Financial Plan — and Your Life

George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.

February 13, 2026

Your personalized path to financial wellness starts here.

Start Your Free Trial