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Live classes offered daily

The Boldin Way to Plan

Drop into these daily classes and increase your confidence. Explore the fundamentals of saving, spending, investing, and protecting your money as you increase your financial literacy. Learn more about planning and how to use the Retirement Planner.
  • Overview of the software
  • Explanation of Planner operations and calculations
  • Guidance on entering your information
  • Demonstration of important features
  • Insights on assessing your results
  • Financial literacy, personal finance, and financial wellness tips

View Recent Sessions: The Boldin Way to Plan

LIVE SESSIONS offered ON A REGULAR BASIS

Office Hours

Join these Q&A sessions to learn from the Boldin team and your peers.
  • Explanation of Planner operations and features
  • Information on new and planned features
  • Answers to your questions
  • Collaboration with other users
  • Demonstration of the Roth Conversion Explorer
  • Financial literacy, personal finance, and financial wellness tips
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View Recent Sessions: Office Hours

Meet the TEAM

Boldin's Financial Wellness Team

Nancy Gates

Nancy has a lifelong passion for educating and empowering others around financial wellness. She joined the Boldin team in 2021 after a 30 year career as a Spanish teacher and World Language Department leader. Grateful for the opportunity to be a member of the Boldin team and community, her goal is to support you in leveraging the Boldin platform to its fullest potential, feel confident in your financial decisions, and enjoy the life of your dreams.

Jean Allen

With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.

Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.

Rae DeBruyne

With strong analytical inclinations and desire for meaningful work making a difference in the lives of others, Rae enjoys exploring plans with users, guiding them through all the capabilities of the tool, and helping address their financial questions along the way.

She currently serves as a Financial Wellness Coach and Business Analyst at Boldin.

Mike Richardson

Mike joined the Boldin team in 2024 after 30+ years in consulting and corporate America. He is a retired former executive pursuing his dreams in retirement as he works to publish a book, provide support to those planning for retirement, act as an AARP Tax Aide volunteer, and spend time with his family.  

Mike loves to discuss financial wellness and helping others prepare to live their dreams in retirement.

Frances Harrison

Originally trained as a CPA in Australia, Frances spent most of her career leading risk and compliance related initiatives for international financial services institutions in Europe and the USA.Frances initially joined Boldin as a subscriber to obtain additional comfort around her decision to step back from her corporate career to pursue work more aligned with her sense of purpose and mission. She is a proud ambassador for the Boldin Planner and enjoys educating and empowering others to make informed decisions regarding their financial future.
Schedule a 1:1 Coaching Session
$250
PER SESSION

Course reviews

The features of Planner Plus are the most robust I've seen in a retirement planning tool. Also, the online classes, help articles and support are excellent. Finally, having the option to sign on with a CFP retirement planner who uses the Boldin planner is great!
Ken