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Now accepting founding members

The money skills school never taught you.

Personal finance coaching that actually coaches. Track what's happening, understand why, and know the next move — before payday.

Join the waitlist

142founding members · launching July 2026

+$3,184 this quarter
Compounding ✓
9:41Boss Finances · Wealth

Investment balance

$42,718 +18.2%

Year-to-date · updated today

JanAprJulOctNow
VTI · Total Market
$24,180+14.6%
VXUS · International
$10,420+9.1%
BND · Bonds
$8,118+3.4%
$1.2T

in US credit card debt

Fed, 2025

68%

can't cover a $1,000 emergency

Bankrate

15%

get any financial education in school

Council for Econ Ed

Zero

of that is about getting ahead

Boss Finances exists to change all four numbers.

The framework

Six things every adult should know about money.

Organized around how money actually works in a real life — not how a textbook teaches it.

01

Budget & Cash Flow

Track your money, forecast it, stop the leaks before they become problems.

Learn more
02

Credit Building & Improvement

Understand your score and follow a clear plan to improve it. Education and coaching only — not credit repair.

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03

Debt Elimination

Snowball or avalanche — we show you the math, you pick the method that fits your life.

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04

Emergency Fund & Savings

1, 3, 6 months. Automated transfers, realistic milestones, no deprivation required.

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05

Homeownership Prep

Your real readiness score, the programs you qualify for, and what 'tight' would look like.

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06

Generational Wealth

Wills, beneficiaries, term life, HSA, 401(k), Roth, 529 — in order, in plain English.

Learn more
Boss Money AI

A coach in your pocket.
Not a chatbot.

Boss Money AI sees your real numbers and gives you specific, do-this-next answers. Trained on your goals, your pillars, and the way money actually works.

  • Reads your linked accounts, in context
  • Explains the why, not just the what
  • Recommends the next concrete move
My credit score dropped 18 points and I didn't miss any payments.
B
Most likely one of three things. First: utilization. Paying your card down before the statement closes (not the due date) usually swings 15–25 points by next report. Want me to find the exact statement-close date on your Chase card?
Yes please.
Boss is checking your accounts…
What we're built to move

The numbers the coaching is engineered around.

Illustrative outcome targets. Not a guarantee — personal finance results depend on your income, debts, and follow-through.

Credit

+40–80 pts

typical 6-month lift path

Driven by utilization optimization, account-age protection, and FCRA-template disputes you send yourself.

Debt

3–5 yrs

shaved off payoff timelines

Avalanche or snowball, automated snowflake allocations, and APR-reduction scripts that actually work.

Savings

$1k → 3 mo

emergency-fund milestones

Cash-flow-aware automated transfers. Start with $1,000, layer to one month of expenses, then three.

1,000 seats · 858 left

Become a Founding Member.
Lock $149 for life.

Lifetime Elite-tier access. Founding Member badge. Quarterly AMAs with Trevor James. First access to every future Boss product.

Claim a Founding Seat → $149Want every Boss product for life? All-Access · $499 →

What you lock in

  • Lifetime Elite tier — never raised
  • Founding Member badge
  • Quarterly AMAs with Trevor James
  • Priority product voting
  • Swag kit (US shipping)
  • First dibs on every future Boss product
Common questions

No catches. No surprises.

Money skills, finally in your hands.

Join the waitlist and we'll save you a Founding seat — at the price you lock today.

Join the waitlist