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 pageBasic
Free no credit card required
- Build a personalized plan
- Get reliable planning answers
- Try what if scenarios
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.
- 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
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
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