Course Series

Financial  Wellness

In our Financial Wellness series you will learn financial fundamentals, explore important financial decisions, and discover ways to have healthy conversations about finances with the important individuals in your life.
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Course reviews

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"it's ... obvious the team is devoted to making incremental improvements. The classes are marvelous."
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Boldin Student
Meet the instructor

Nancy Gates

“Coach Nancy” joined the Boldin team in 2021 after a 30-year career as a Spanish teacher, bringing with her a lifelong passion for teaching and empowering others. She’s become an essential member of the Boldin team, playing a key role in helping shape the direction of the Boldin Planner—the most powerful DIY planning tool available. You may meet her during Classes, Office Hours, or Live Plan Review Sessions.
Schedule a 1:1 Coaching Session
$250
per session