Get Started

Let's get you started!

First things first, what's your name?

[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.

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. 🧘

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Which of these money goals do you have?

Ditch debt, forever ✌️

Yes!

Get my money organized 🧩

Yes!

Improve my credit score 💳

Yes!

Invest with purpose 💸

Yes!

Set up early retirement ✈️

Yes!

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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 💪

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Have you worked with a coach before?

Yes

No

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What motivates you?

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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 🚀

Let's get you started!

First things first, what's your name?

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

How does thinking about money make you feel?

How confident do you feel about your finances?

How stressed do you feel about money?

Let’s take a deep breath or two ✌

Which of these money goals do you have?

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

Goals on your mind

Have you worked with a coach before?

What motivates you?

How would you like to be coached?

We're all different.

How old are you?

What's your relationship status?

What's your annual income?

And finally, what’s your email?