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.
🚀
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How does thinking about money make you feel?
Which of these emotions best describes your current feelings about money?
1
2
3
4
5
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How confident do you feel about your finances?
Not at all
1
Not at all
2
3
4
5
It's all under control
It's all under control
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How stressed do you feel about money?
Not worried at all
1
Not worried at all
2
3
4
5
The struggle is real
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.
🧘
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Which of these money goals do you have?
Please select any that apply.
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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What other goals do you have for the next 3-5 years?
Please select any that apply.
Get that raise
Yes!
Work from anywhere for life
Yes!
Change jobs
Yes!
Start my startup
Yes!
Get married
Yes!
Start a family
Yes!
Save for my kid
Yes!
Buy my first house (or second)
Yes!
Move on from a relationship that’s holding me back
Yes!
Support my aging parents
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?
Please select any that apply.
Incentives, I want the prize
Yes!
Being part of something important
Yes!
Doing my best
Yes!
Power and control
Yes!
Fear of FOMO
Yes!
Family and Friends
Yes!
Having an impact
Yes!
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How would you like to be coached?
Please select any that apply.
Gentle nudges
Yes!
Tough love
Yes!
Group collaboration
Yes!
Mix of everything
Yes!
Don't know
Yes!
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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.
🚀
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How old are you?
What's your relationship status?
Prefer not to say
Single
In a relationship
Married
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What's your annual income?
And finally, what’s your email?
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Crunching numbers, making magic happen...
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