of Americans have cried at some point in their life because they didn’t have enough money
77
%
Of consumers say money worries keep them up at night
19
m
Americans struggle with shopping addiction
All my friends are doing so much better with money, I feel like a failure 😔
How do I tell my family about my credit card debt!? 🫣
I feel so guilty about my shopping, but I can’t stop...😬
Claire just knows how to get on your level! She’s so relatable and VERY smart.
I never feel overwhelmed working on my money with her. I have a solid plan for my finances now, and have made huge strides! Like emergency money and paying off tons of debt. Forever grateful for my coach!
Natasha
member for
1 year
Brittany helped me get stable after a relationship ended. I had relied on that person for my financial stability and built nothing for myself. She got me to figure out what my dream life looked like and so far I’m super organized, have saved over $3k, opened lots of different savings accounts, and have started paying off my debt!
Aliya
member for
2 months
I'm feeling really good, high interest debt is 0, didn't put anything on CC during vacation. And my vacation was soo realizing! Wow it feels so good to have no high interest debt. I'm so excited to talk about the plan to chip away at the rest of the debt!
Angela Y.
member for
7 months
Working with Emily is amazing. It's going to take me a while to pay down my debts, but I have a plan for doing so that makes me feel motivated and empowered. Most importantly, it's not a plan that makes me feel deprived or ashamed.
When an expense comes up, I have a plan for addressing that want or need. I don't feel stuck or overwhelmed. This is all thanks to Emily's guidance and encouragement. She is a financial rock star, and she makes me feel like one, too!
Carolyn L.
member for
4 months
I just paid off the credit card and it feels good. I am trying not to think of the money I wasted the last few months not paying it off and losing track of when they would charge APR. I appreciate you so much! AND I wanted to let you know you have been so helpful and I am so grateful for you.
There are critical consumer needs that Bolder addresses.
Need
Bolder
Financial Advisors
Setting long term life & financial goals
Guidance to achieve long term life & financial goals
Support managing financial stress & anxiety
Budgeting income, and spending intentionally
Building businesses and side hustles to grow your income
Managing money at work, getting a raise, switching jobs
Building emergency funds & funding other goals
Paying down debt
Learning how to invest, choosing the best way to invest
Retirement planning
Cost & Fees
$49/month
>$1500/year
Minimum fees percentage of your assets under management (AUM)
Prequalification: Minimum income & net worth requirements
None
Need to be earning at least $100k, and have investable assets of $100k+
24/7 chat coaching and guidance
Access to expert-led money masterclasses
Reach out to discuss how we can help your members
Provide members and their families with top-class financial coaching to help them unlock their financial potential, pay down debt, and build wealth.
Use Bolder to deepen member relationships, retain deposits, and attract new family accounts.
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