Retirement planning is important — but yikes, it’s easy to spiral. Spreadsheets, acronyms, “experts” arguing online … it’s a lot.
PlannerPlus by Boldin makes financial planning way easier, with smart, step-by-step guidance that helps you build confidence, uncover tax-saving strategies, and create a living financial plan that actually fits your life and your goals.
Want to run a “what-if” scenario like “Should I move from California to Florida?” or “Should I delay Social Security?” You can. PlannerPlus lets you stack options side-by-side so you can see the tradeoffs of different financial decisions.
It’s designed for power planners who want to understand the levers they can pull. Yes, you’ll put in some time upfront inputting some of your financial specifics — but the payoff is clarity and the confidence to move forward with a plan specific to you.
You get a clean dashboard, secure syncing (via Plaid, Mx, and Finicity), and top-tier service with chat, support, and live weekly Zoom help from real humans.
Start with the freemium offer (14-day trial), then stick with it for just $10 a month. That’s $120 a year, and a whole lot less than the $2,500 you’d drop on a traditional financial planner. Over 42,000 people have already made the switch.
