Empowering you with comprehensive wealth management services tailored to your unique needs. From financial literacy to retirement planning and life protection, we create a custom portfolio to help you achieve your goals and protect your future.
Solutions for Business and Personal Well being.
Our Programs
BOLDHer offers a diverse range of services tailored to meet the unique needs of businesses and individuals. We are your trusted partners in driving growth and stability for a successful financial future.
Individual Wealth Building
Strategic wealth management and retirement strategies designed to help you build financial security and achieve your personal goals.
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.
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.
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.
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.
Financial Literacy Partnerships
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.
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.
Expertise across Arizona, Colorado, Florida, Kansas, Maryland, Michigan, New Mexico, Ohio, South Carolina, Tennessee, Texas, and Utah.
Tailored Solutions
Personalized financial growth planning and consulting partnership. Serving as a personal CFO for Families and Small businesses.
As a Personal CFO 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.
We look forward to helping you focus on your financial growth and meet your goals
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.
Change Your Life With BOLDHer as Your Personal CFO
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.