Basic
Better than a simple retirement calculator, it’s a great way to take control and build a more complete financial plan.
Free
no credit card required
Get Started- Build a personalized plan
- Get reliable planning answers
- Try “what if” scenarios
Pricing
Choose the plan that’s right for you: Upgrade at any time
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PlannerPlus
Unlock the full power of planning with more inputs and insights that help you make better decisions and feel more confident about your future.
$14 /month
$168 billed annually after your 14 day free trial
14-Day Free TrialEverything from Basic, and…
- Gain total control (100+ added inputs)
- Link accounts via the top 3 aggregators
- Roth conversion explorer Popular
- State & federal tax projections
- Maintain multiple scenarios Popular
- Compare scenarios side by side
- Over 36 detailed charts
- Monte Carlo analysis
- Detailed budgeting & income planning
- Personalized digital coach suggestions
- Live classes and Q&A sessions
Boldin Advisors
Collaborate with a Certified Financial Planner™. Gain access to fee-only fiduciary expertise.
$3,200 Flat fee
get a comprehensive retirement plan checkup
Free Discovery Session- A clear written plan of action
- Portfolio analysis & suggested allocations
- Withdrawal strategies
- Roth conversion recommendations
- Cash flow planning
- Thorough stress testing of plans
- Professional answers to your burning questions
Feature comparison | Basic Get Started | PlannerPlus 14-Day Free Trial | Boldin Advisors Book Session |
|---|---|---|---|
| Inputs and modeling that let you take control over your plan | |||
| Comprehensive inputs | 100+ | 250+ | 250+ |
| Adjustable plan assumptions | — | ||
| Tax insights | — | ||
| Withdrawal strategy | — | ||
| Real estate modeling | — | ||
| Healthcare cost estimates | — | ||
| Detailed future budgeting | — | ||
| Retirement income planning | — | ||
| Tools for effective decision making | |||
| Instant feedback | |||
| Run scenarios | |||
| Interactive explorers | 2 | Full | Full |
| Insightful charts | 10+ | 25+ | 25+ |
| Monte Carlo analysis | — | ||
| Real time net worth analysis | — | ||
| Print reports or export data | — | ||
| Boldin AI | |||
| AI-powered plan Q&A | Limited | Unlimited | Unlimited |
| Personalized scenario modeling via AI | — | ||
| Digital coach helps you stay on top of your plan | |||
| Personalized alerts | Up to 5 | Unlimited | Unlimited |
| Roadmap | |||
| Custom opportunities to do better | — | ||
| Warnings on plan accuracy | — | ||
| Monitor financial milestones | — | ||
| Powerful resources to boost your financial IQ | |||
| Weekly planning newsletter | |||
| Planner demos | |||
| Intro to Financial Planning Course | |||
| 16+ In-Depth classes | — | ||
| Planning Q&A sessions | — | ||
| Q&A sessions on specific topics | — | — | |
| Advice and guidance from Boldin Advisors: Certified Financial Planner (CFP®) | |||
| CFP® free discovery session | |||
| Flexible service offerings | — | — | |
| Expert answers | — | — | |
| Basic Get Started | PlannerPlus 14-Day Free Trial | Boldin Advisors Book Session | |
Disclaimer: Advisory services are offered through Boldin Advisors, LLC (“Boldin Advisors”). Boldin Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Boldin Advisors and its representatives are properly licensed or exempt from licensure.