Your Bolder Goal

Invest and build wealth.

You don’t deserve to miss out on the power of investing.

Our members start investing with as little as $25/month, or choose where to put $100,000. Wherever you're starting from, we'll meet you there!

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Our members typically improve their net worth by over $8k in the first 3 months with us.

Here’s how your coach will help you do it...

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Find Money
Identify and change habits blocking your investments. Analyze your spending to uncover savings. Establish your investing capital.
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Investment Ready
Maximize tax benefits with retirement accounts. Set investment goals and select suitable options. Clarify investment terms and choices, making you investment-ready.
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Navigating Options
Decide on robo-advisors, brokerages, or advisors, and between index funds or stocks. Assist in picking the best investment platforms and advisors.
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Confident Investor
Guide you from opening an account to your first investment. Turn investing into a regular habit. Show how to monitor investments and handle market changes.
Memberships

Choose your Plan

Choose to work with your coach via chat or video calls, depending on the level of accountability you need.

Your coach will help you set goals, create a money plan and budget that helps you achieve them, and then guide you step by step to put your plan into action and stick to your budget.

‍Best For:
When You Want to Achieve Goals Fast.
includes 1:1 goalsetting session and budgeting session via video call.
Personalized money guidance via chat.
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Monthly

Give yourself a month, and we’ll show you how to start making some real money moves.
2 Week Free Trial
$109 / a Month
$69 for 1 Month
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Quarterly

Real change takes time, and with a 3 month commitment, we’ll show you real results.
2 Week Free Trial
$99 / a Month
$297 for 3 Months
Most Popular
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6 Monthly

Invest in yourself with 6 months of Bolder for long term money coaching.
2 Week Free Trial
$89 / a Month
$534 for 6 Months
Best Value
Best For:
Additional accountability and Hands-on Guidance.
(all couples should start with video coaching)
Includes 2x monthly calls with your coach for even more support.
1 Month Illustration

Monthly

Give yourself a month, and we’ll show you how to start making some real money moves.
2 Week Free Trial
$229 / a Month
$69 for 1 Month
3 Month Illustration

Quarterly

Real change takes time, and with a 3 month commitment, we’ll show you real results.
2 Week Free Trial
$199 / a Month
$597 for 3 Months
Most Popular
Illustration of calendar with 6 Months

6 Monthly

Invest in yourself with 6 months of Bolder for long term money coaching.
2 Week Free Trial
$189 / a Month
$1,134 for 6 Months
Best Value
The Bolder Difference

Your 1-on-1 Membership includes...

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Your Personal Money Coach
Navigate your financial journey with confidence!
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Plan Designed Around You
Imagine having your own financial genius. Now, you do!
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Guidance on How to Overcome Money Stress
Engage with exercises curated by experts, designed for financial wellness.
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All Your Accounts, in One Place
A smart unified view to declutter your financial life.
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Track All Your Goals
Celebrate every win, no matter how big or small.
Supportive Online Community
You’re never alone. Join like-minded financial adventurers!
Expert Led Money Masterclasses
Step up your game, and learn about money from experts.
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On-Demand Content Library
Personal finance mini lessons, money meditations, and money challenges to complete.
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