If you’re interested in asking for your employer to cover your Bolder Money subscription through a professional development budget, we made a sample letter to a manager for you.
Just delete these italics, fill in your info in the brackets, and send!
Subject: Request for Financial Coaching Support through Bolder Money
Dear [Insert manager’s name],
I’m reaching out to explore the possibility of enhancing my personal financial skills with the help of
financial coaching program. Bolder Money provides Certified Financial Coaches who specialize in helping [women/men/people] like me build a solid financial foundation.
Financial wellness is not just a personal benefit—it also positively impacts engagement and productivity at work. Studies indicate that 78% of employees report being distracted at work due to financial concerns. By investing in financial coaching, I believe I can reduce stress and bring my full focus and energy to the workplace.
mission is to “alleviate stress and anxiety around money and build the wealthiest generation of Americans.” They are recognized leaders in advancing the financial and professional well-being of [women/men/people].
The investment for this coaching is [$297/$594] for [3/6 months], which includes personalized 1:1 sessions with a financial coach, as well as access to extensive financial literacy content.
I would greatly appreciate your consideration of this request. I'm happy to discuss how this investment could benefit both my personal growth and my contribution to our team. Please let me know if you have any questions or if there's a convenient time to discuss this further.
Thank you for your time.
Thank you,
[Insert name]
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