Retirement plans are complex: About your future, get a set of expert eyes – a coach or consultant!

At Boldin, we imagine a world where everyone has confidence in their money. We believe that high-quality, holistic financial guidance should be accessible, affordable and easy to understand without your income, background or stage of life.

That's why we built Boldin Planner: a professional-grade retirement planning software that brings the power of intelligent, personalized financial decisions directly into your hands. And, for many of you, planners are enough to give your retirement peace of mind.

But even with the best tools, planning your future can often feel overwhelming. You are making a lifelong definition decision and the clearer and more confident. For many, this means wanting a little help along the way.

Get help from Boldin for a safe future: Rest assured, answers, suggestions

Whether you are unsure how to get started, to double check if your information is entered correctly, verify that you are on the right path, looking for guidance on asset allocation, or need some professional advice, Boldin offers a range of support options designed to meet where you are.

Here are some ways Boldin can help you with advice, guidance, and support:

Coach: A low-cost option to help you develop your Boldin plan

Need a little help understanding how to set up a Boldin retirement planner? Want to make sure your data has been entered correctly? The coaching session is for you.

In your 1:1 coaching course, we will:

• Check your data: We will guide you through every part of the plan and make sure your input is accurate and complete. We will verify your assumptions and ask questions to double-check that your baseline plan accurately reflects your situation.
• Answer your question “How am I?”: Get answers to questions about how to use the tool to answer your scheduled questions. And, look at specific charts to better understand what is being displayed.
• See how to stress test your plan: Discover the main risks of how to stress test your plan.
• Comments features you may have missed: There are many features in Boldin Planner. Your coach will guide you with often overlooked tools that can help you discover opportunities to strengthen your program.

notes: The focus of the coaching session is to ensure that your data is entered accurately. We also covered how to use the tool to answer your own questions. However, No investment or financial advice Conducted in these meetings. Instead, you will improve your financial knowledge and confidence in your ability to plan.

Coaching meetings provide assurance and expertise

What people have to say about Boldin’s coaching service

“This is the best coach type call I've ever had. They are indeed proficient in the platform, but beyond that, they are attractive, kind, thoughtful and make the experience 10+. ”

“I also had an hour of consultation today, which was great. I just left through my plan and asked questions. It was really helpful.transparent

“That's what happened when I and Jean talked. It's just clicking. She might have said the same sentence as everyone else, but maybe her words, kindness, empathy, just clicked with me. I just got it, especially. After I checked the zoom video again. She is so awesome. ”

Trust Advice: Guidance from BOLDIN Advisors’ Certified Financial Planning™ (CFP®) Professionals

If you are seeking guidance from a planning professional, then Boldin Advisors is the perfect choice for you.

Boldin Advisors gives you access to Certified Financial Planning™ (CFP®) professionals with paid-on expertise. The most popular participation is comprehensive Retirement plan review. This service offers you two meetings with consultants who will prepare you for:

• A clear written action plan
• Portfolio analysis and recommendations for investment and allocation
• Withdrawal Strategy
• Rose conversion suggestions
• Cash flow plan
• Thorough planning test
• Suggestions on all combustion issues

What new features are there in Boldin Advisors?

More dates are available now: We bring new consultants to meet the demand for this popular service.

More free discovery sessions (5 days a week): Meet one of our consultants, learn about our philosophy, how our consulting services work, and the benefits you get when working with Boldin Advisors.

What does the client comment about Boldin Consultant

“The meeting this morning was amazing – that's exactly what I've been looking for. I've been using Boldin for over a year. Once again, I've been looking for CFPs that match my goals for years and it's been hard to find a good CFP. Boldin with CFP is the perfect match! Good job! Good job! Good job! Good Boldin.”

“A inclusive financial website, and a team of impartial and professional consultants! Bruce has helped us a lot!”

Other support options for Boldin

course

We offer free daily live classes and pre-recorded classes (in our classroom (login to planners, click on the classroom in the left-hand navigation) and on YouTube.

To keep your course schedule up to date, subscribe to our newsletter.

In application messages

Whenever you have questions about how to use planners, please send us a message (look for circles at the bottom right of the screen when logging in).

We use artificial intelligence trained in our help center to provide instant answers. And if AI doesn't give you what you need, Monday to Friday from 8 a.m. to 5 p.m. (sometimes evenings and weekends too).

Discussion Group

We are currently adjusting two active discussion groups. In these places, you can discuss everything about your retirement plan. People also get useful answers from their peers and hosts.

Let's help!

We want to make it easy for you to make financial plans within your reach. You should be confident that you can make wise choices in 401k, investment, savings, credit cards, mortgages and insurance.