About
Services
Portfolios
Pricing
Insights
Crypto
See if we’re a fit
The software, platforms, and resources we trust—whether you work with us or not.
Ranging in price options from $12 a month to $2,800 a year, Boldin offers scalable financial planning options that can fit most budgets. They offer a planning software platform and sandbox to keep yourself on track for DIYs and the option to talk to a CFP for a more custom tailored approach.
If budgeting and cash flow management is your primary concern then Monarch will be your primary solution. Sync all your accounts to better keep track of inflows and outflows. Create a budget that seems reasonable, and create goals around what makes sense.
we’re firm believers in low cost, passive ETFs that track well diversified indices. Vanguard, Schwab, and Blackrock are all great platforms to use.
Things to keep in mind when picking the right investment:
Load fees & Commission
Management & Service Fees
Expense ratios
Diversification
Want to learn more about what I just mentioned above? Honest Math is your resource. It's a repository of some of the most pertinent topics in personal finance and investing. Renting vs buy? Active and passive funds? Fundamentals of DIY investing? They cover all of it and more. They’re a phenomenal resource, check them out.
Subscribe to our blog and newsletter to receive ongoing content from our team around topics near and dear to our hearts and relevant to clients and colleagues alike.