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.
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