About Boldin
Boldin offers comprehensive retirement planning tools that help users make informed financial decisions. With features like real-time monitoring, personalized coaching, and detailed visualizations, Boldin ensures users can optimize their savings, manage debt, and plan for taxes, income, and more. Trusted by millions, Boldin provides affordable, unbiased guidance to secure your financial future.
Pricing
Full pricing page Free option
Basic
Custom
Free no credit card required
- Build a personalized plan
- Get reliable planning answers
- Try what if scenarios
Popular
PlannerPlus
$12 per month
Unlock the full power of planning with more inputs and insights that help you make better decisions and feel more confident about your future.
- Everything from Basic
- Boldin AI (unlimited conversations)
- 100+ more inputs, for total control
- Link accounts via the top 3 aggregators
- Roth conversion explorer
- Popular State & federal tax projections
- Maintain multiple scenarios
- Popular Side by side scenario comparison
- Over 36 detailed charts
- Monte Carlo analysis
- Detailed budgeting & income planning
- Personalized digital coach suggestions
- Live classes and Q&A sessions
Boldin Advisors
$2,800 one-time
Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional. Gain access to fee only fiduciary expertise.
- Book a free discovery session
- Professional guidance from a fiduciary advisor
- 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
FAQ
You can find personalized support through classes, groups, and 1:1 coaching sessions. The platform offers coaching, classes, and community features to help you with your financial planning.
The tool considers various factors including taxes, income, real estate, debt, goals, budget, medical expenses, and dozens of other factors to provide a comprehensive financial plan.
Yes, the tool can be deployed through business partners and is used by financial advisors, insurers, pension providers, and more. It supports financial wellness programs for employees.
The projections are backed by thousands of calculations to ensure reliability and accuracy. The tool uses advanced modeling to provide dependable financial insights.
Yes, the tool is designed for holistic long-term planning, focusing on drawing down assets, making decisions around benefits, real estate, cash flow, insurance, and more.
The tool offers premium insights such as cash flow analysis and Monte Carlo simulations, helping you understand your financial future without a high price tag.
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Pricing summary
Free tier available
Starting from
Free tier available
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