Bruce
Having a plan helps clarify all…
Having a plan helps clarify all spending decisions.
Response from BoldinOct 21, 2026
Thank you for the 5 Star Review! Happy planning!

Boldin is a comprehensive financial planning platform on a mission to help anyone get confident and achieve financial independence — so they can make the most of their money and time.Used by millions of individuals seeking unbiased, technology-driven guidance, Boldin gives people the tools to build a complete, personalized financial plan. Over 450,000 individuals have built full plans on the platform, and 85% of users report feeling more confident about their money after using it.What sets Boldin apart is the depth and breadth of planning in one place. The software goes well beyond savings to cover Social Security, taxes, healthcare, real estate, debt, cash flow, insurance, and longevity — helping users model scenarios, stress-test decisions, and explore strategies like Roth conversions and withdrawal sequencing. AI-powered guidance, interactive visualizations, and educational classes make complex decisions easier to navigate.For those who want extra support, Boldin offers digital coaching and access to CERTIFIED FINANCIAL PLANNER® professionals through Boldin Advisors — pairing the affordability of technology with the reassurance of human expertise.Whether planning for retirement, a major life transition, or long-term financial wellness, Boldin helps people take ownership of their financial future.
Boldin (boldin.com) has 47 customer reviews on Five Star Index, with an average rating of 4.5 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
47 approved reviews, newest moderated first
Bruce
Having a plan helps clarify all spending decisions.
Response from BoldinOct 21, 2026
Thank you for the 5 Star Review! Happy planning!
Dave
I've been a Boldin user for a year now. It gave me the confidence to know I could retire comfortably. It gives great insights into my retirement financial future. The AI assistant is very powerful and has improved very quickly. The features of the software are constantly upgraded which I like. The only problem I'm having has to do with connecting my accounts. There are issues that only Boldin tech support can help me with. I asked for help and so far, no one has responded to me.
Response from BoldinOct 21, 2026
We’re glad you’re enjoying Boldin, and we’d love to fix that connection issue for you! We are working diligently to help our users who contact support.
BK
I feel Bolden is the most accurate & powerful of the several retirement planners I've tried. Customer service has been very responsive. And now the AI makes creating new scenarios much simpler!
Response from BoldinOct 21, 2026
Thank you! We’re so glad the tools are working well for you!
Michael
Easy to use and comprehensive retirement planning software. MUCH MUCH better than a spreadsheet. The ability to clone a scenario, tweak it, and compare, is huge. Definitely recommend it for anyone who's interested in retirement planning.
Response from BoldinOct 21, 2026
Thank you! We’re so happy to be part of your retirement journey, and we’re here whenever you need us.
customer
Very robust and the AI is of tremendous help.
Response from BoldinOct 21, 2026
We appreciate you! Thanks for being part of the Boldin community.
Miles
Easy to use program and they are very active in adding new features regularly!
Response from BoldinOct 21, 2026
We appreciate you! Thanks for being part of the Boldin community.
Clay E.
I have been using Boldin since before it was Boldin. The tool has grown with me. As I have learned more about the many facets of retirement financial planning, Boldin has added features to address those capabilities. The AI features are rapidly making the tool extremely powerful and easy to use. I highly recommend Boldin. I have tried two other Boldin competitors and found Boldin to be the superior product for my planning needs.
Response from BoldinOct 21, 2026
Thanks so much for the support! Reviews like yours keep our team motivated to keep making Boldin better! We're glad to have you as part of the Boldin community, and our team is always here if you ever need anything.
Ken
Excellent AI feature within Bolden is really incredible
Response from BoldinOct 21, 2026
Thank you so much! We’re glad to have you with us.