Money Journey Mapping
About this Playbook
Your financial journey might feel like a series of random decisions—but what if you could turn it into a strategic roadmap? Whether you're just getting started or you've been winging it for years, this playbook helps you look at where you've been, where you're headed, and how to shift gears toward financial success. It's time to take control of your story.
Get instant access to all our expert playbooks when you join Bolder Money
🎯 What you'll learn
- Create a timeline of significant events
- Estimate associated costs
- Set concrete financial goals with deadlines
- Cultivate a lasting vision
🗂️ What’s inside
- Timeline creation exercise
- Cost estimation framework
- Goal-setting template
- Financial needs calculator
How this Playbook can help you
What the FAQ?
What’s included in each playbook?
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.
How do I access the playbooks?
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.
Can I purchase a playbook separately without a membership?
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.
Are these playbooks just PDFs, or do they have interactive elements?
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.
Do I need any prior financial knowledge to use these playbooks?
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.
What if I need help while working through a playbook?
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.
Will new playbooks be added in the future?
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.
How do I know which playbook is right for me?
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.
What’s your refund/cancellation policy?
You can cancel your membership at any time, and the service will be available to you until the end of that billing period.
