Basic
Free
Personalized plan · what-if scenarios · limited Boldin AI
Checked 15 Oct 2026
Plans and prices
Boldin pricing
PlannerPlus
$168 a year
Unlimited Boldin AI · advanced scenario modeling · Roth conversion explorer · Monte Carlo · tax projections · account linking
Checked 15 Oct 2026
Boldin Advisors
$3,200, paid once
CFP professional retirement-plan checkup · written action plan · portfolio analysis · withdrawal and Roth-conversion recommendations
Checked 15 Oct 2026