Boldin Coaching
Boldin's 1:1 Coaching: Expert Guidance for Your Financial Plan
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.
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.
Prerequisites for a Successful Coaching Session:
To maximize the benefits of a coaching session, participants should have spent several weeks exploring the Boldin platform, including the AI agent, Classroom, Live Events, and Help Center and completed at least 75% of My Plan.
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.