BOLDHer offers a diverse range of Program Services tailored to meet the unique needs of businesses and individuals. We are your trusted partners in driving organized growth and stability for a successful and sustainable future.
Strategic Management Solutions
We contract with schools and organizations as a dedicated partner to strengthen operations, optimize workflows, and build smarter, more sustainable systems. From daily process improvement to long-term strategic planning, our solutions are designed to enhance efficiency and help you deliver consistent, high-quality support to students and clients alike.
Operational and performance consulting designed to streamline workflows, fix inefficiencies, and build sustainable systems. Ideal for schools and organizations seeking to better support students and clients through smarter infrastructure and strategy.
Empowering Strategic Management Clients through Commitment with Contracts
Rooted in Partnership At BOLDHer, we don’t just consult—we commit. Our contract-based approach reflects a shared investment in long-term growth and sustainable impact.
Built for Transformation Strategic change takes time. Contracts allow us to dig deeper, streamline workflows, and drive meaningful improvements across operations.
Accountability in Action
Our structured agreements ensure clear goals, measurable results, and ongoing support—so you’re never navigating change alone.
Strategic Management Solutions
Struggling with disorganization or inefficiency in your district, school, or business? BOLDHer partners with educational institutions and organizations to deliver expert strategic management solutions that bring order to complexity. We streamline workflows, optimize daily operations, and implement systems that are built to last—transforming challenges into opportunities and laying the groundwork for sustainable success.
We don’t just create financial plans—we guide you through a strategy that fits your life. At BOLDHer, we help clients build customized wealth strategies that provide more time, money, and security. From financial literacy to retirement planning and life protection, our focus is on what it means for you and your future.
Our process starts with listening: your goals, your concerns, and your vision. Then we walk with you—step by step—to create a secure financial roadmap that evolves as you do.
Comprehensive financial services tailored to empower entrepreneurs, small businesses, and corporate clients. We help you feel financially empowered and achieve sustainable growth while building a legacy for your family.
Empowering Wealth Management Clients through education with Zero Fees
Belief in Service
At BOLDHer, we empower through education, not profit.
Rewarded in Referrals
Referrals are a testament to our dedication.
Transparent Pricing
We build trust through transparent, zero-fee services.
Wealth Management Solutions - What You Need To Know
We empower individuals and businesses with custom programs for growth, educating on everything from literacy to retirement planning and life protection.
Financial Education
Building fundamental knowledge for personal and business financial success.
Retirement Planning
Securing your future with strategic long-term financial planning.
Life Protection
Safeguarding your assets and ensuring family security.
Business Wealth Management
Custom solutions to help businesses grow and build lasting legacies.
Our mission is to break generational gaps in finance knowledge, empowering Arizona communities to build financial security and prosperity. By equipping individuals with money management tools, we help create lasting legacies.
Choose from leading insurers to find the right coverage.
Personalized Solutions
We tailor plans to your unique needs and budget.
Flexible Plans
Accommodate life's changes with our adaptable financial solutions.
Access to the 1% product options
in the market, providing you with exclusive offerings and potential higher returns on your investments. Our extensive network allows us to offer you access to elite investment opportunities that can help you grow your wealth and reach your financial goals. With our personalized solutions and expertise in financial planning, we can help you navigate your path to financial success.
Change Your Life With BOLDHer as Your Personal Fixer and CFO
BOLDHer Can Help
Whether you need help with finances, starting a business, or personal empowerment, BOLDHer CEO Portia is here to guide and support you.
Her holistic approach combines wealth management and asset protection to help you achieve your goals. As a Personal CFO and trusted partner in cultivating the future you deserve success will be accomplished with a personalized strategic plan.
Professional photos Credit to Tosha Ishmon Photography
BOLDHer brings over a decade of expertise and passion for growth as a Black-Female owned consultancy. Focused on Goals and Accurate planning.
Diverse Expertise
Our services span financial management, life protection, business and individual wealth building programs, all focused on growth with NO RISK or Loss.
Empowering Approach
We create an environment where every voice is heard, ensuring each client's personal and business goals are met with strategic, goal focus, and the best programs available to people and businesses.