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...😬
I never thought I could own property, Malika showed me that it was possible and has been guiding me towards owning a property!
I can see my future, and am now focusing on my short term goals to get me there.
Janice
member for
7 months
Malika has helped kept me afloat since I’ve joined.
I am slowly digging myself out of a huge hole with my finances and she helps me get through the day to day, plan, but also have sights set on the future and what I can do with my money.
It’s inspired me to change jobs to get paid more, and reign in my spending. I don’t know what I’d do without her.
Alice
member for
3 months
Julya helped me understand my loans down to a T and helped me set up payment plans that work with my income!
I avoided them ever since graduating, but I feel at ease thanks to her guidance!
Tatiana
member for
2 months
Julya 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
Annie has really helped me get on the right track with money!
She’s energizing, clear, patient, and knowledgable.
I dreaded looking at my money before coaching, and now it’s actually...fun...I even look forward to it!
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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