Welcome to Bolder

Let's get you started!

First things first, what's your name?

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[Name], there’s a Bolder way to money.

One where money doesn’t hold you back — it takes you places.
Let’s figure out the right money moves for you.

How does thinking about money make you feel?

Which of these emotions best describes your current feelings about money?

How confident do you feel about your finances?

Not at all
It's all under control

How stressed do you feel about money?

Not worried at all
The struggle is real
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Let’s take a deep breath or two

Let’s take two deep breaths.
We know we’re getting heavy, but here’s the thing: money is emotional. Don’t worry, we know exactly how to help you find financial peace of mind.

Which of these money goals do you have?

Please select any that apply.

What other goals do you have for the next 3-5 years?

Please select any that apply.
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Goals on your mind

We know how to tackle goals.
Goals can feel too hard or scary, but don't worry, we know exactly what it takes to achieve your goals.

Have you worked with a coach before?

What motivates you?

Please select any that apply.

How would you like to be coached?

Please select any that apply.
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We're all different.

It's important to know who you are.
Working towards goals requires more than motivation, it requires an understanding of who you are, and what you value. We know how to help you find that, so you can get to your money and life goals faster.

How old are you?

What's your relationship status?

What's your annual income?

And finally, what’s your email?

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Crunching numbers, making magic happen...
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