Boldin’s event-based planning lets you model real-life decisions — not just abstract numbers — and instantly see how they affect your long-term financial outlook.
Instead of treating your plan as static, you can add specific future events — like an Africa trip, helping family, buying property, or even relocating — directly into your timeline. Each event carries its own cost, timing, and assumptions. When added, Boldin automatically recalculates your projections and updates your summary chart.
This allows you to immediately see the ripple effects on savings, spending capacity, probability of success, and long-term net worth. You’re not guessing whether a major experience or lifestyle change is “affordable” — you’re seeing how it interacts with the rest of your plan in real time.
Event-based planning turns financial decisions into interactive scenarios. It encourages experimentation, trade-off awareness, and confidence, helping you answer questions like:
• Can I take this trip without jeopardizing retirement?
• What happens if relocation costs more than expected?
• How do timing changes affect sustainability?
By making life events part of the planning model — not afterthoughts — Boldin helps you plan around the life you want to live, not just the numbers.