Investing Checklist

Each playbook is a step-by-step guide designed to help you take action on a specific financial goal. Inside, you’ll find expert insights, interactive templates, and practical exercises—so you’re not just learning, you’re actually making progress. Whether it’s getting out of debt, saving for big goals, or investing with confidence, our playbooks give you the roadmap (and the tools) to make it happen.

Our playbooks are exclusive to Bolder Money members. Once you join, you’ll get instant access to all available playbooks through your member portal—along with coaching support, a financial dashboard for budgeting and goal tracking, and additional financial resources to help you stay on track.

Right now, playbooks are only available as part of our membership program. That’s because we believe in giving you more than just information—our membership includes ongoing support, coaching, and resources to help you actually implement what you learn and see real results.

They’re way more than just PDFs! Each playbook includes interactive templates, checklists, guided exercises, and exclusive content that makes it easy to take action. We’ve designed them to be practical, not just theoretical—so you can apply what you learn immediately to your financial life.

Not at all! Whether you’re just starting your financial journey or looking to refine your strategy, these playbooks are designed to meet you where you are. We break things down in a simple, non-intimidating way—no financial jargon, just real, actionable steps you can take right now.

That’s the beauty of Bolder Money membership! You don’t have to do it alone. As a member, you’ll have access to financial coaches who can answer your questions, offer guidance, and keep you accountable as you work through your playbooks.

Yes! We’re always working on new playbooks to address the financial challenges our members face. As a member, you’ll automatically get access to all new playbooks as they’re released—so you’ll always have fresh, expert-backed strategies to help you move forward. And you’ll always have a coach to ask questions to, so if it’s not in a playbook (yet), you can still get the information you need. 

Great question! It depends on your goals. If you’re overwhelmed by debt, start with the Debt Freedom Strategy. If you want to feel more financially stable, go for Financial Security Planning. If you’re thinking about your long-term future, check out the Retirement Planning Guide or Investment Strategy Guide. Not sure where to start? Our coaches can help you find the best path based on where you are now and guide you through playbooks that align with your goals.

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