We're on a Mission.
We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.

What’s Our Why?
It all started because Steve’s mom needed help. Steve is our founder. A few years ago, his mom came to him asking to borrow money.

Steve wanted to help, but he wasn’t sure that a loan was the right long term answer. He wanted his mom to be able to retire without constant worry about her finances.

Steve tried to get guidance from a financial advisor. However, he discovered that advice is expensive. And, his mom didn’t need investment management, she required holistic long term planning focused on drawing down her assets and making good decisions around benefits, real estate, cash flow, insurance and more. (This type of advice is not the specialty of most advisors.)

It turns out that Steve’s mom didn’t need a loan. She needed a long term financial plan to make the best use of what she already had, prioritizing what is important to her. Steve built spreadsheets and financial models and figured out how she could have the comfortable retirement she wanted.

And, that is the foundation of Boldin, a platform that enables anyone to build a plan that is right for them: their resources, values, goals, and priorities.