1-on-1 Financial Coaching to Help You Achieve Your Goals

Money can be confusing. Getting help doesn't need to be.

Work with your personal money coach to overcome financial stress, pay off debt, save for your goals and emergencies, and take control of your spending - one step at a time.

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How Bolder Works

We know what it takes to get in control of your finances, and build a healthy relationship with money.

Start your FREE 2-week trial by selecting your coach, who will help you set goals, create a budget, and then guide you step-by-step to achieve your goals.

👇Getting Started is Easy

Choose your coach below to start a 2-week free trial.
Find Your Guide

Your own personal Money Coach.

Our coaches are certified money experts who understand how to overcome financial stress and make smart money moves. They'll proactively guide you step by step to reach your goals and feel better about money!
Still Unsure?

Leave the pairing up to us.

We'll pair you up with the best coach to suit you and the first 2 weeks FREE.
Frequently Asked Questions

What the FAQ?

What is Bolder Money? Who is Bolder Money for?
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Bolder Money is a financial coaching platform. Our team of personal money coaches help people manage their money intentionally, so they can live intentionally too. We guide you through overcoming emotional roadblocks, setting financial goals, and achieving them with confidence.

If you’ve been wanting to make a change with your money—or in your life, where money plays a key role—but haven’t been able to do it alone, Bolder Money is here for you. Most of our members come to us because they want to feel and act differently with money but need support to get there.

Our coaches create a clear action plan tailored to your goals and provide guidance, encouragement, and accountability every step of the way. Money coaching could be the turning point you’ve been looking for.

What is a Money Coach? What is Money Coaching?
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A money coach is a certified expert who helps you understand your relationship with money, get organized, set meaningful goals, and build lasting financial habits.

Our coaches are trained in both personal finance and the emotional side of money, completing rigorous programs like those from AFCPE®, the Money Coaching Institute, or the Financial Coach Academy.

Money coaching addresses both the practical side (saving, budgeting, and prioritizing) and the emotional side (why saving feels hard, overcoming stress, and creating healthy habits). It’s for anyone looking for guidance and support to navigate the emotional and practical challenges of money and achieve their life goals.

How is a Money Coach different from a Financial Advisor?
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Financial advisors focus on managing wealth, offering investment advice, and building portfolios—typically for clients with significant assets. They may meet with you a few times a year and often have complex fee structures.

In contrast, our Money Coaches don’t manage your money or recommend investments. They won’t sell you products or tools either. Instead, they focus on the emotional and behavioral aspects of money, helping you overcome challenges and work toward your life and financial goals. Your coach is there whenever you need them—offering guidance, support, accountability, and actionable strategies to help you make informed, confident decisions.

I want to sign up! How do I get started?
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Simply pick your coach, or start by taking the Money Quiz here. From there, you’ll be able to sign up for monthly coaching. 

How does coaching work?
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When you sign up, you’ll be paired with your personal Money Coach. They will work with you to understand your full financial picture, and help you define key goals and outcomes.

Your coach will be available to you by text. They’ll check in with you regularly, give you guidance on what to do and when, and ensure that you’re on track while helping you stay motivated!

You’ll also be invited to monthly group-coaching calls to work on other money issues. It’s a great opportunity to meet others in the community.

What’s included in my membership?
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Your membership to the service includes:

  • Unlimited 1-on-1 money coaching via text
  • Your personal financial to-do list
  • Regular group coaching calls with others in our community
  • Access to the exclusive online community and messaging channels
  • Regular money masterclasses on everything from investing to taxes and crypto
What types of goals does Bolder help clients tackle?
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We think of financial goals and life goals as one and the same.
We’ll help you with goals and decisions including:

  • How to get out and stay out of debt
  • Get the raise at work, and make sure you understand your equity and other forms of compensation
  • Quit you job, to focus on your side hustle or building your startup
  • Financial moves you need to make to start and support your family
  • The right money moves to help you if you’re going through a divorce or relationship issues
  • How to save for and buy your first house or build your real estate portfolio
  • Learn and start investing and building wealth
  • Make sure you’re financially secure and can support family when needed
  • Retire early, and live on the beach
  • And anything else you’re looking to achieve!
Is my information secure and private?
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Yes! All your information is managed in accordance with local information security requirements and anything you share with your coach is confidential.

How long does it take to improve my financial wellbeing?
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We work at your pace. We’ll push you if you want us to, or back off if you want to take it easy. That said, we typically see our clients benefit from 3-4 months of coaching. That’s when they’re able to get financially organized, build a healthy relationship with money and start achieving their goals.

What’s your refund/cancellation policy?
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You can cancel your membership at any time, and the service will be available to you until the end of that billing period.

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