Boldin Coaching
Boldin Coaching: Tailored Guidance for Your Financial Planning Needs
Boldin's 1:1 coaching sessions offer a fresh, expert perspective on your financial plan. These private, 50-minute Zoom sessions, priced at $250, are designed to provide reassurance, clarify strategies, track retirement objectives, and determine next steps.
Why Schedule a Coaching Session?
A coaching session is ideal if you:
Want to verify the accuracy of your entered information.
Want to learn how to use the advanced features and leverage the tool to its greatest potential.
Need help modeling specific scenarios or finding workarounds for software limitations.
Have questions about the software's features, operations, computations, or results.
Wish to discuss your goals and track progress using Boldin's metrics.
Want ongoing support as life evolves.
Prerequisites for a Successful Coaching Session:
To maximize the benefits of a coaching session, we recommend spending some time entering your information and exploring the Boldin platform, including the AI agent, Classroom, Live Events, and Help Center prior to scheduling your session.
What to Expect During a Coaching Session:
Your Coach Will:
Discuss your financial position, financial goals, and objectives for the session.
Review your chosen scenario and forecast assumptions.
Conduct a step-by-step walkthrough of all data in your plan.
Share the plan in View-Only mode (changes will not be saved).
Answer your questions about the tool.
Address your questions regarding financial and retirement planning.
Your Coach Will NOT:
Provide specific financial or investment advice.
Change data in your plan.
Have access to your credit card or account linking information.
Intake specific feedback and feature requests for the product team.
You will be responsible for entering the information in the software.
Booking Information
All sessions are conducted via Zoom and require advance scheduling. Payment is required at the time of booking. For more details, visit the Boldin Coaching Page.
Additional Learning Resources
For those seeking self-guided learning, Boldin offers on-demand resources such as the Get Started Series and the Intro to Planning Series, along with a robust Classroom and Help Center for FAQs and guides.
How does a coach session differ from working with Boldin Advisors?
Boldin Advisors provides fee-only financial advice, primarily through its Retirement Plan Checkup. This service includes two one-on-one sessions: an initial meeting to discuss your plan and goals, and a subsequent session to deliver your personalized report. The Retirement Checkup Plan covers a comprehensive range of topics, including goal planning, tax planning, risk tolerance assessment, investment strategy, Roth conversion suggestions, Social Security strategy, a Stress Test, estate planning, insurance, charitable giving, Medicare, and long-term care considerations.
Should I have a coach session prior to working with Boldin Advisors?
While valuable, booking a plan review session with a Boldin coach is not a prerequisite to working with Boldin Advisors. Your plan data will be reviewed when you begin your engagement with Boldin Advisors.
Sample Session