video1.0<iframe src="https://www.loom.com/embed/33d08bc6a68642c7a5a20d1c84c3acae" frameborder="0" width="1318" height="988" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9881318Loomhttps://www.loom.com9881318https://cdn.loom.com/sessions/thumbnails/33d08bc6a68642c7a5a20d1c84c3acae-8fcfc2c66ec430ee-full.jpg126.92Hi everyone, I'm Coach Nancy, and in this video, I introduced you to the Bolden Planner as part of our Get Started Series. After creating your account and completing onboarding, I encourage you to add your personal information for better forecasting. Remember to check the scenario selector for your current plan and utilize the AI chat for any questions. I also highlighted the importance of your key financial indicators, like the Retirement Chance of Success, which we consider strong at 80% or higher. As you explore the Planner, take advantage of the Insights Library and our coach suggestions to enhance your financial strategy.