Fuel Your Bold Vision

Straightforward advice-only Financial Planning for dreamers and doers (and we hope you are both!)

ARE YOU READY TO EMBRACE YOUR BOLD FINANCIAL VISION?

It’s time to create a bold vision of your finances and all the dreams they can fuel! Whether your dream is to travel the world, retire early, or become a major donor to your favorite nonprofit, let’s work together on a bold plan to transform those dreams into reality!

We serve women, families, co-dreaming couples, people experiencing life changes, and entrepreneurs with advice-only financial planning services.

No one wants a financial plan. But you likely do want what having a financial plan in place can deliver: more power, more flexibility, protecting your loved ones, and thriving despite the curve balls that life inevitably throws at us all.

  • Together we’ll ask tough questions, prioritize your goals, and then create a strategy to help you achieve them.
  • You’ll receive honest, unbiased advice about your financial position and recommendations to grow your wealth as needed.
  • As an ADVICE ONLY advisor, you pay for our guidance; we do not receive commissions or sell products, and you can keep your investments anywhere you like.
  • We take pride in helping our clients feel more comfortable and confident in all aspects of their finances.

Ways to Work with Us

Comprehensive Vision Financial Plan

A comprehensive look at your entire financial picture to fuel a life without limits

Bold Focus
Financial Plan

Targeted strategies for financial areas of greatest concern

Hourly
Planning Services

Financial advising as needed, by the hour

Amy Rosenow, CFA, CFP®Founder, Bold Vision Financial (formerly Fearless Financial)

I’m Amy, and I founded Bold Vision Financial because I’m passionate about helping people who see building wealth as a way to fuel their personal dreams. I’ve earned my clients’ trust through a life lived in the financial world as a working mom and entrepreneur, financial industry veteran, hedge fund and angel investor, philanthropist, and a source of financial wisdom and guidance for those closest to me. I want to learn how you define wealth and help you work to create enough to embody your bold vision of life.