Simplify Your Financial Life

Smiling woman on a pale background wearing a black t-shirt surrounded by arrows

Build a better relationship with money, and find your financial peace of mind.

Live debt free

Become a smart homeowner

Never worry about emergencies

Support ageing parents

Never worry about money

This Week

Get Onboarded

Complete your financial wellness assessment

Meet your coach

Start texting

This Month

Quick Money Wins

Get financially organized, and feel in control

Find savings 💰

Define your goals and make money moves

Monthly group coaching calls

In 3 Months

Make Money Moves

Watch your net worth increase

Support and guidance from your coach

Quarterly review with your coach

Access money experts and community

In 6 Months

Achieve Goals

Build your savings and feel financially secure 📈

Increase in financial confidence

Exclusive deals on financial products

Make the life moves you want

In 1 Year

Richer, and Bolder

Feel in control of your financial life ✌️

Set, and meet new goals

Feel less stressed and anxious about money

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→

This Week

Get Onboarded

Complete your financial wellness assessment

Meet your coach

Start texting

This Month

Quick Money Wins

Get financially organized, and feel in control

Find savings 💰

Define your goals and make money moves

Monthly group coaching calls

In 3 Months

Make Money Moves

Watch your net worth increase

Support and guidance from your coach

Quarterly review with your coach

Access money experts and community

In 6 Months

Achieve Goals

Build your savings and feel financially secure 📈

Increase in financial confidence

Exclusive deals on financial products

Make the life moves you want

In 1 Year

Richer, and Bolder

Feel in control of your financial life ✌️

Set, and meet new goals

Feel less stressed and anxious about money

Start Your Two Week Free Trial

Our Membership Plans

We combine practical financial guidance with behavioral and emotional support to help you achieve your goals.

2 Week FREE Trial

Unlimited 1-on-1 Money Coaching

Clear financial picture and plan

Expert-led money masterclasses

Personalized money guidance

Supportive online community

Cancel anytime

Monthly

Give yourself a month, and we’ll show you how to start making some real money moves.

2 Week Free Trial

$75 / a Month

$69 for 1 Month

3 Months

Real change takes time, and with a 3 month commitment, we’ll show you real results.

2 Week Free Trial

$65 / a Month

$195 for 3 Months

Best Value

6 Months

Invest in yourself with 6 months of Bolder for long term money coaching.

2 Week Free Trial

$55 / a Month

$330 for 6 Months

What Our Members Say

Go farther, Bolder

I wanted to set my sons up for a stable financial future, which started with my own financial stability. Acie worked with me through my crazy schedule to help me learn about my money first and foremost. We’ve found some ways to increase income, invest, and get some accounts set up for my kids. I’m committed to making this work to end this poverty cycle and build generational wealth!

Rachael

member for

5 Months

Jill’s energy and spirit are contagious. Money is fun now, and it’s all because of her lovely guidance and support! I’m prepared for rainy days and feel better about managing my finances than ever before.

Lauren

member for

4 Months

Jill helped me pay down over $10k of debt with a clear financial plan and change jobs to get a higher salary! I never knew that a little accountability, compassion, and mentorship is all I needed. I’m ready to brace any tough money days!

Kayla

member for

1 Year

Frequently Asked Questions

What the FAQ?

What is Bolder? Who is Bolder for?

We are a team of personal coaches that help people money intentionally, so they can live that way too. We work with people to overcome the emotional roadblocks that come with money, set financial goals, and achieve them.

We are for anyone who needs help navigating the emotional and confusing rollercoaster that is money.

What is a Money Coach? What is Money Coaching?

Our coaches are certified experts trained in both the behavioral and personal finance side of money. They’ll help you understand your relationship with money, organize your financial life, help you identify and build your life goals, and establish and uphold personalized habits and behaviors around money.

We Money coaching is about helping you achieve your financial and life goals, by addressing both the numerical side of personal finance (i.e. how much you should save, what to prioritize, how to budget), and the behavioral side of money (i.e. why you might struggle to save, how to build healthy habits around money, or how to overcome the stress around financial decisions).are for anyone who needs help navigating the emotional and confusing rollercoaster that is money.

How is a Money Coach different from a Financial Advisor?

Financial Advisors are more like money managers. They help you understand your investment options and help you pick the right investments for your portfolio. They generally take on clients with a minimum amount of wealth, meet you a few times a year, and often have complex fee structures.

Unlike a financial advisor, our Money Coaches don’t handle your money, and won't provide investment recommendations. Rather, they do the more important work of helping you face the emotional and behavioral challenges you may face, while pursuing your life and financial goals. They’ll be with you as often as you need to provide insight, knowledge, support, encouragement, accountability, and actionable tools to help you make informed decisions.

I want to sign up! How do I get started?

Start by taking the Money Quiz here. From there, you’ll be able to sign up for monthly coaching.

How does coaching work?

When you sign up, you’ll be paired with your personal Money Coach. They will work with you to understand your full financial picture, and help you define key goals and outcomes.

Your coach will be available to you by text. They’ll check in with you regularly, give you guidance on what to do and when, and ensure that you’re on track while helping you stay motivated!

You’ll also be invited to monthly group-coaching calls to work on other money issues. It’s a great opportunity to meet others in the community.

What’s included in my membership?

Your membership to the service includes:

• Unlimited 1-on-1 money coaching via text
• Your personal financial to-do list
• Regular group coaching calls with others in our community
• Access to the exclusive online community and messaging channels
• Regular money masterclasses on everything from investing to taxes and crypto

What types of goals does Bolder help clients tackle?

We think of financial goals and life goals as one and the same. We’ll help you with goals and decisions including:

• How to get out and stay out of debt
• Get the raise at work, and make sure you understand your equity and other forms of compensation
• Quit you job, to focus on your side hustle or building your startup
• Financial moves you need to make to start and support your family
• The right money moves to help you if you’re going through a divorce or relationship issues
• How to save for and buy your first house or build your real estate portfolio
• Learn and start investing and building wealth
• Make sure you’re financially secure and can support family when needed
• Retire early, and live on the beach

And anything else you’re looking to achieve!

Is my information secure and private?

Yes! All your information is managed in accordance with local information security requirements and anything you share with your coach is confidential.

How long does it take to improve my financial wellbeing?

We work at your pace. We’ll push you if you want us to, or back off if you want to take it easy. That said, we typically see our clients benefit from 3-4 months of coaching. That’s when they’re able to get financially organized, build a healthy relationship with money and start achieving their goals.

What’s your refund/cancellation policy?

You can cancel your membership at any time, and the service will be available to you until the end of that billing period.

Don't see the answer to your question?

Reach out to us at coaches@boldermoney.com

Creating a wealthier you

How Bolder works

Start your FREE 2 week trial.

Match with your coach based on your goals and needs.

Complete your 1:1 onboarding and message them anytime.

Join the community, get free resources, and join a Money Masterclass.

Build wealth, achieve your goals, and be Bolder.

Start your FREE 2 week trial.

Match with your coach based on your goals and needs.

Complete your 1:1 onboarding and message them anytime.

Join the community, get free resources, and join a Money Masterclass.

Build wealth, achieve your goals, and be Bolder.

There are critical consumer needs that Bolder addresses.

Build a better relationship with money, and find your financial peace of mind.

Our Membership Plans

Monthly

3 Months

6 Months

Go farther, Bolder

What the FAQ?

Talk to a Money Coach

No BS. Just good emails.