Take control of your finances in 2024

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.

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.

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.

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

When you sign up, you’ll enter some information about your financial situation and goals so we can put you in the right cohort. Then you’ll complete a quick 1:1 onboarding session with your Money Coach, Steph, to help you get set up on our online platform and prepare for group coaching. You’ll complete 8 group coaching sessions over 12 weeks to help you get financially organized, achieve money goals like building savings, paying off debt, and starting to invest, and develop a healthy relationship with money.

Each week will cover a foundational personal finance topic to help you manage your money better. Topics will be added or changed based on your group’s needs, and will generally cover the following topics:

• Uncover your money story
• Spend with intention
• Save for emergencies
• Use money to fund life goals
• Plan for the future
• Get out of debt
• Earn more money
• Start investing

We provide you with your own Bolder Financial Dashboard, where you can connect your bank accounts to track goals, balances, and spending in real-time. You’ll also be able to set a monthly budget by category and see if you’re on target throughout the month. You can also add information manually without connecting accounts. In sessions, you can share as much as you are comfortable with.