Boldin
AutomatedRetirement planning software with tax optimization, Monte Carlo simulations, and AI guidance.
Active plans
3
Total changes
4
Last change
Aug 4, 2026
Price trend
no history
What we know about Boldin’s pricing
Moderately activeChanges in 12 months
4
Cadence
Every 11 days
Direction
Recently restructured
Category position
Cheaper than 70% of Finance & Accounting tools (1721 compared)
Current pricing
Basic
monthlyFree
- Build a personalized plan
- Get reliable planning answers
- Try 'what if' scenarios
- Comprehensive inputs(100+)
- Adjustable plan assumptions
- Withdrawal strategy
- Real estate modeling
- Healthcare cost estimates
- Detailed future budgeting
- Retirement income planning
- Instant feedback
- Run scenarios
- Interactive explorers(2)
- Insightful charts(10+)
- Print reports or export data
- Weekly planning newsletter
- Planner demos
- Intro to Financial Planning Course
PlannerPlus
monthly$12/mo
$12/month
- yearly$12/mobilled annually ($144/yr)
- Unlimited Boldin AI
- Monte Carlo analysis
- State & federal tax projections
- Roth conversion explorer
Boldin Advisors
custom$3,200
$3,200 flat fee
- CFP professional plan checkup
- Portfolio analysis
- Withdrawal strategies
Price history
Last 4 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Boldin Advisors | restructure | $3,200 | — | — |
| Jul 3, 2026 | Boldin Advisors | new plan | — | $3,200 | — |
| Jul 3, 2026 | PlannerPlus | new plan | — | $12 | — |
| Jul 3, 2026 | Basic | new plan | — | $0 | — |
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