Empowering Finances, Illuminating Opportunities
BOLDHer MMC - Your Partner in Financial Mastery and Strategic Growth
Empowering Your Success
Black-Female Owned
BOLDHer brings over a decade of expertise and passion for growth as a Black-Female owned consultancy.
Diverse Expertise
Our services span financial management, insurance, marketing, business consulting, and specialized life coaching.
Empowering Approach
We create an environment where every voice is heard, ensuring each client's personal and business goals are met with strategic, brand-enhancing, and efficiently managed solutions.
BOLDHer Is A Part Of Community Empowerment of the Continued Economic Development Of Black Businesses
- As a proud Member of the Black Chamber of Arizona, BOLDHer is dedicated to empowering businesses through strategic partnerships
- BOLDHer share the vision is to close the racial wealth gap, mitigate poverty, and drive innovation, job creation and entrepreneurship
Empowering Phoenix
BOLDHer uplifts the diverse Phoenix Metro community through financial literacy, entrepreneurship, and strategic branding.
Our Suite of Services
BOLDHer offers a diverse range of services tailored to meet the unique needs of businesses and individuals. From strategic wealth management planning to impactful consulting strategies, we are your trusted partners in driving growth and stability and empowerment.
What We Do
Wealth Management Solutions
- Financial Literacy
- Retirement Planning
- Life Insurance
- Business Wealth Management
We empower individuals and businesses with tailored financial solutions, from literacy to retirement planning and insurance.
Business Solutions
- Consulting
- Strategic Marketing
- Project Management
Our comprehensive support helps businesses thrive through brand-building, strategy, and operational optimization.
BOLDHer Is Passionate About Building Legacies In Families and Businesses
Wealth Management Solutions
Empowering you with comprehensive wealth management services tailored to your unique needs. From financial literacy to retirement planning and life insurance, we create a custom portfolio to help you achieve your goals and protect your future.
Solutions for Business and Personal Well being.
Empowering Wealth Management Clients 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.
Financial Challenges and Needs in Society
Financial Literacy Gap
Only 16% of Millennials understand basic financial principles, and 25% of American adults don't have anyone to ask for trusted financial guidance. This lack of financial literacy has led to significant financial challenges for many individuals and families.
Retirement Readiness
55% of non-retirees have a 401(k) or 403(b), but only 30% feel on track for retirement. Many Americans are struggling to save and plan for their golden years, highlighting the need for comprehensive retirement planning solutions.
Life Insurance Coverage
Over 100 million Americans are uninsured or underinsured when it comes to life insurance. This protection gap leaves many families vulnerable, especially in the event of unexpected loss of the primary wage earner.
Stats on Finance, Retirement and Life Insurance
Wealth Management & Literacy
1
Secure Your Future
We empower you with knowledge to make informed decisions.
2
Understand the Basics
From budgeting to tax-advantaged offerings.
3
Reach Your Goals
The right plan for you, your family, and/or business.
Empowering Financial Literacy
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.
Empowering Communities Nationwide
At BOLDHer, we serve clients across multiple states with personalized financial management and consulting. Our mission is to help individuals, families, and businesses build generational wealth and secure their financial futures.
Comprehensive Life Insurance and Retirement Solutions
Life Insurance
Tailored life insurance solutions to protect your loved ones.
Customized within your budget
Retirement Planning
Achieve your retirement goals with our comprehensive services.
Serving 10 States
Expertise across Arizona, Kansas Maryland, Michigan, New Mexico Ohio, South Carolina, Tennessee, Texas, and Utah.
Tailored Solutions
Personalized financial management and consulting services.
As a Financial Professional I Offer:
Top Provider Access
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.
Business Solutions
At BOLDHer, we offer a comprehensive suite of business services tailored to empower entrepreneurs, small businesses, and corporate clients. Our expertise spans strategic marketing, insightful consulting, and customized wealth management solutions. We're passionate about helping our clients feel financially empowered personally and professionally as well as elevate their brands, optimize their operations, and achieve sustainable growth.
Business Solutions: Empowering Entrepreneurs with Flexible Services
Hourly Services
Get the expertise you need on an as-needed basis with our hourly consulting services. Customize the schedule to fit your budget and requirements.
Per-Project Packages
For one-time needs or specific initiatives, our per-project offerings provide tailored solutions to help you achieve your business goals.
Monthly Retainers
Enjoy ongoing support and regular strategy sessions with our monthly retainer options, designed to be a seamless extension of your team.
How Marketing and Consulting Services Help Drive Brand Awareness and Attract the Right Audience
Our strategic marketing and consulting services are designed to elevate your brand's visibility and connect you with your ideal customers. By leveraging data-driven insights and creative expertise, we'll craft compelling campaigns that build brand recognition and drive targeted website traffic. Unlock your full growth potential with our holistic approach to marketing and business consulting.
Statistics That May Surprise You
Strategic Marketing & Consulting
With industry expertise and market insights, we craft customized strategies to drive growth and maximize ROI for your business.
Contact Us
Reach Out
Get in touch with our team to learn more about our services and how we can help empower your financial future.
Call
Schedule a Consultation
Book a personalized consultation to discuss your unique needs and goals. We're here to guide you every step of the way.
We look forward to helping you put together a plan for your life or your business or BOTH.
BOLDHer Can Help
Whether you need help with finances, starting a business, or personal empowerment, Portia is here to guide and support you.
My holistic approach combines wealth management and business consulting to help you achieve your goals. Let me be your trusted partners in cultivating the future you deserve.
Professional photos Credit to Tosha Ishmon Photography
Change Your Professional and Personal Life
Recession-Proof Your Career in Finance
Stable Industry
Financial services thrive even in downturns, offering a resilient career path.
Diverse Roles
Explore specializations from wealth management to banking that align with your skills.
Financial Empowerment
Gain the expertise to improve your own and others' financial wellbeing.
Recession-Proof
High demand for financial services provides stability during uncertain times.
