Let's get you started!
First things first, what's your name?
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[Name]
, thereβs a Bolder way to money.
One where money doesnβt hold you back β it takes you places π. Letβs figure out the right money moves for you.
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How does thinking about money make you feel?
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2
3
4
5
Which of these emotions best describes your current feelings about money?
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How confident do you feel about your finances?
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2
3
4
5
1 = not at all
5 = it's all under control
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How stressed do you feel about money?
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2
3
4
5
1 = not worried at all
5 = the struggle is real
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Letβs take a deep breath
or two β
Letβs take two deep breaths.
We know weβre getting heavy, but hereβs the thing: money is emotional. Donβt worry, we know exactly how to help you find financial peace of mind. π§
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Which of these money goals do you have?
Ditch debt, forever βοΈ
Yes!
Get my money organized π§©
Yes!
Improve my credit score π³
Yes!
Invest with purpose πΈ
Yes!
Set up early retirement βοΈ
Yes!
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What other goals do you have for the next 3-5 years?
Get that raise π°
Yes!
Work from anywhere for life π
Yes!
Change jobs π
Yes!
Start my startup π
Yes!
Get married π
Yes!
Start a family πͺ
Yes!
Save for my kids πΈ
Yes!
Buy my first house (or second) π‘
Yes!
Move on from a relationship thatβs holding me back π
Yes!
Support my aging parents π΅ π΄
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 πͺ
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Have you worked with a coach before?
Yes
No
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What motivates you?
Incentives, I want the prize π
Yes!
Being part of something important π€
Yes!
Doing my best π
Yes!
Power and control πͺ
Yes!
Fear or FOMO π¨
Yes!
Family and Friends
πͺ
Yes!
Having an impact π
Yes!
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How would you like to be coached?
Gentle nudges βοΈ
Yes!
Tough love π
Yes!
Group collaboration π€
Yes!
Mix of everything π€
Yes!
Don't know πΆ
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 π
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How old are you?
What's your relationship status?
Married
Single
In a relationship
Prefer not to say
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What's your annual income?
And finally, whatβs your email?
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Crunching numbers, making magic happen...
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