At Boldin, we imagine a world where everyone feels confident about their money. We believe that high-quality, holistic financial guidance should be accessible, affordable, and easy to understand—no matter your income, background, or life stage.
That’s why we built the Boldin Planner: professional-grade retirement planning software that puts the power of smart, personalized financial decisions directly in your hands. And, for many of you, the Planner is more than enough to enable peace of mind about your retirement.
But even with the best tool, planning your future can often feel overwhelming. You are making life-defining decisions and the more clarity and confidence the better. And for many people, that means wanting a little help along the way.
Getting Help from Boldin for a Secure Future: Reassurance, Answers, Advice
Whether you’re unsure about how to get started, want to double check that your information is entered correctly, seek validation that you’re on the right path, are looking for guidance on asset allocation, or need some professional advice, Boldin offers a range of support options designed to meet you where you are.
Here are some of the ways Boldin can help you with advice, guidance and support:
Coaching: A Low-Cost Option to Help You Set Up Your Boldin Plan
Need a little assistance understanding how to set up the Boldin Retirement Planner? Want to be sure your data is entered correctly? A coaching session is right for you.
In your 1:1 coaching session, we will:
- Check Your Data: We will walk you through every part of your plan and ensure your inputs are accurate and complete. We’ll verify your assumptions and ask questions to double-check that your baseline plan accurately reflects your circumstances.
- Answer Your “How Do I?” Questions: Get answers to your questions about how to use the tool to answer your planning questions. And, review specific charts to better understand what is being shown.
- See How to Pressure Test Your Plans: Discover how to pressure test your plan for major risks.
- Review Features You Might Have Missed: There is a lot of functionality in the Boldin Planner. Your Coach will guide you to some often-overlooked tools that could help you discover opportunities to strengthen your plan.
NOTE: Coaching sessions focus on ensuring that your data is entered accurately. We also cover how to use the tool to answer your own questions. However, no investment or financial advice is given in these sessions. Instead, you will increase your own financial know-how and confidence in your own planning abilities.
Coaching sessions provide reassurances and know-how
What people have to say about Boldin’s coaching service
“This was the best paid coaching type call I have ever had. They are really well-versed in the platform, but beyond that, they are engaging, kind, thoughtful and made the experience a 10+.”
“I also had an hour consultation today and it was excellent. I just walked thru my plan and asked questions on things. It was really beneficial.”
“This is what happened when I spoke to Jean. It just clicked. She may have said the same thing as someone else, but maybe her words, kindness, empathy just clicked with me. I just got it, esp. after I reviewed the Zoom video again. She’s just super awesome.”
Fiduciary Advice: Guidance from a Certified Financial Planner™ (CFP®) Professional at Boldin Advisors
If you are seeking guidance from a planning professional, Boldin Advisors is the place for you.
Boldin Advisors gives you access to a Certified Financial Planner™ (CFP®) professional for fee-only fiduciary expertise. The most popular engagement is a comprehensive retirement plan review. This service gives you two meetings with the advisor and they will prepare for you:
- A clear written plan of action
- Portfolio analysis & suggested investments and allocations
- Withdrawal strategies
- Roth conversion recommendations
- Cash flow planning
- Thorough stress testing of plans
- Advice on all your burning questions
What’s new with Boldin Advisors?
More appointments now available: We have brought on new advisors to meet demand for this popular service.
More FREE discovery sessions (5 days a week): Meet one of our advisors and learn about our philosophies, how our advice service works, and what you get when you work with Boldin Advisors.
What clients have to say about Boldin Advisors
“The meeting this morning was awesome – this is exactly what I have been looking for. Have been using Boldin for over a year and love it. Again, I have been looking for years for CFP’s that align with my objectives and man it is difficult to find good ones. Boldin with a CFP is the perfect match! Good work Boldin.”
“An all inclusive financial site, along with an impartial and professional adviser team! Bruce was a great help to us!”
Additional Support Options from Boldin
Classes
We offer FREE daily live classes and pre-recorded sessions are available in our classroom (log into the Planner and click classroom in the left hand navigation) and on YouTube.
To stay up to date on the class schedule, subscribe to our newsletter.
In App Messaging
Anytime you have a question about how to use the Planner, send us a message (look for the circle in the lower right of your screen when you are logged in).
We provide instant answers using artificial intelligence that is trained on our Help Center. And, if AI doesn’t give you what you need, a real person is available Monday through Friday from 8 am to 5 pm Pacific time (and sometimes in the evenings and weekends too).
Discussion Groups
We currently moderate two active discussion groups. These are places where you can discuss all things about planning for retirement. People get useful answers from peers and moderators too.
Let Us Help!
We want to make it easy for you to have a living, integrated financial plan at your fingertips. You should feel confident about making smart choices across your 401k, investments, savings, loans, credit cards, mortgage, and insurance.
