Your Potential

Let's Build Your Wealth.

We've got you. Not knowing how to invest can make you feel like you're missing out, and lead to stress about your future. Let's change that.

Here's how to start investing today...
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Find Money

1
We'll review what keeps you from investing, and build habits to break the cycle.
2
We'll review your spending to see exactly where your money goes.
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Get Investing Ready

1
We'll make sure you get all the tax benefits from retirement accounts like 401ks or IRAs.
2
What are your investing goals? We'll help you pick the best options for all your goals.
3
Don't know a ETF from a Mutual Fund, confused about Financial Advisors and Robo-advisors, we'll help you understand all the lingo, so you're ready to go!
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Picking The Best Tools

1
Robo-advisor or self-directed brokerage or financial advisor? Index funds or individual stocks? Knowing how you want to invest prevents analysis paralysis.
2
What are the best platforms, and what to look in a financial advisor? We'll help you figure it all out.
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Get Bolder

Grow your investment confidence with a money coach.

We've helped our Bolder 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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Build your Confidence

1
From opening your first account to making your first investment, we'll guide you through the whole journey.
2
Go from being a one-time investor, to building investing as a habit.
3
Understand how to review your progress, and what to do when the markets are wobbly!
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the Bolder Difference

How we're different:

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We're humans first.
We start with understanding your relationship with money, and what you really want out of life.
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We're there when you need us.
Get in-the-moment support and text your coach as much as you want.
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Outcomes, not just a plan.
Your coach will provide guidance and help you follow through every step of the way.
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Keep on Growing

Plus, the best part…

We’re not just about the numbers.
At Bolder, we’re on a mission to make money more human, and that means looking at you as a whole person: with life goals, an emotional relationship with money, and the right to feel confident about your financial choices.
Be
less
stressed
Find
peace
of
mind
Save
for
that
wedding
Get
financially
organized
Be
in
control
of
your
future
Build
future
wealth
Feel
financially
secure
Stay
debt
free
for
good
Be
your
best
self
Be
less
stressed
Find
peace
of
mind
Save
for
that
wedding
Get
financially
organized
What Our Members Say

Don't take it from us, hear it from them.

We mean serious business and want the best results from all of our bolder members.

Still have some questions?

No judgement. No financial lingo. Book a call with us now and get ready to unlock your potential.
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