At Boldin, we imagine a world where everyone is confident in their money. We consider high quality, overall financial guidance to be accessible, affordable and easy to understand, regardless of your income, background, or life stage.
For this reason, we have built Boldin Planner: Professional-Gred Retirement Planning Software. And for many people, planners are enough to give you peace of mind about your retirement.
But even the best tools can often feel overwhelming to plan your future. You are making decisions that define your life, and the clearer and more confident you will be better. And for many people, that means asking for a little help along the way.
Get help from Boldin for a safe future: peace of mind, answers, advice
Even if you don’t know how to get started, if you’re still reaffirming that your information is entered correctly, verifying that you’re on the right path, looking for guidance on asset allocation, or need professional advice, Boldin offers a variety of support options designed to meet you.
Here are some ways Boldin can help you with advice, guidance and support:
Coaching: Low-cost options to help you set up your Boldin plan
Need some help to understand how to set up a Boldin Retirement Planner? Want to make sure your data is entered correctly? Coaching sessions are perfect for you.
For a 1:1 coaching session:
- Check the data: We will explain to you every part of your plan and make sure your input is accurate and complete. Ask questions to review your assumptions and double-check that your baseline plan accurately reflects your situation.
- Your answer is, “What should I do?” question: Get answers to questions about how to use the tool to answer planning questions. Also, check out the specific chart to better understand what is displayed.
- See how to test your plan: Discover how to test your plan for great risk.
- Review features you may have missed: Boldin Planner has many features. Your coach will guide you to several frequently overlooked tools that will help you discover opportunities to enhance your plans.
Note: Coaching sessions focus on ensuring that data is entered accurately. It also covers how you can use the tools to answer your own questions. but, No investment or financial advice It is given in these sessions. Instead, increase your confidence in your own financial know-how and your own planning ability.
Coaching sessions provide peace of mind and know-how
What people have to say about Boldin’s coaching services
“This was the best paid coaching type phone I’ve ever had. They are really familiar with the platform, but beyond that, they are attractive, kind, thoughtful and have made the experience over 10 years old. ”
“I had an hour consultation today and it was amazing. I walked through the plans and asked about things. It was really informative.”
“This happened when I spoke to Jean. It’s just a click. She may have said the same thing as someone else, but perhaps her words, kindness, empathy was just clicked along with me. I just got it, especially. After checking the zoom video again. She is so wonderful. ”
Trustee Advice: Guidance from Certified Financial Planner™ (CFP®) Professionals from Boldin Advisors
If you’re looking for guidance from planning experts, Boldin Advisors is the place for you.
Boldin Advisors has access to Certified Financial Planner™ (CFP®) Professionals for fee-only trustee expertise. The most popular engagement is comprehensive Resignation plan review. This service offers two meetings with advisors and they prepare for you:
- Clear written action plan
- Portfolio analysis and proposed investments and allocations
- Retreat strategy
- ROTH conversion recommendations
- Cash flow plan
- A thorough stress test for your plan
- Advice on all burning questions
What’s new in Boldin Advisors?
More appointments available now: We invited new advisors to meet the demand for this popular service.
More Free Discovery Sessions (5 days a week): Meet one of our advisors and learn about our philosophy, how our advice services work, and what you get when working with Boldin Advisors.
What clients have to say about Boldin Advisors
“This morning’s meeting was fantastic. This is exactly what I was looking for. I’ve been using Boldin for over a year and I love it. Again, I was looking for a CFP that matches my purpose.
“All inclusive financial sites, a fair and professional advisor team! Bruce was a huge help for us!”
Additional support options from Boldin
class
Free daily live classes are offered, with pre-recorded sessions available in the classroom (login to the planner and click on the classroom on the left navigation) YouTube.
To keep your class schedule up to date, subscribe to our newsletter.
With app messaging
Whenever you have questions about how to use the planner, I’ll send a message (look for a circle at the bottom right of the screen while logged in).
Provide instant answers using artificial intelligence trained in the Help Center. And if AI doesn’t provide what you need, real people can use it from 8am to 5pm Monday through Friday (and sometimes evenings and weekends too).
Discussion Group
We are currently relaxing two active discussion groups. These are places where you can discuss everything about your retirement planning. People get useful answers from their peers and moderators as well.
Let’s help!
We want you to make a living at your fingertips and have an integrated financial plan with ease. You’ll be confident in making wise choices across 401K, investments, savings, loans, credit cards, mortgages and insurance.
