Our Mission
We want to get a financial plan into the hands of every woman, to give women control over their now money and their future money.
Women’s financial lives are fundamentally different from men’s but the financial services industry has not been actively meeting the needs of women. This has created a huge Wealth Gap: for every $1 a man has in wealth, a woman has only 32 cents.
Untangle Money focuses on the everyday woman, one with goals, concerns, and achievements just like you. Unlike advisors, planners, banks, and wealth management companies that tend to focus on clients with investable assets of >$250,000, Untangle Money focuses on you - just the way you are.
We will help you understand all the important pieces of your financial journey so you can make the best decisions, for you.
Founding Team
Kristine has an MBA in Finance, and spent 10 years in the finance industry helping institutional investors allocate funds in public equities. She also helped manage money for accredited investors at a value investing fund. She also has a P.Eng designation. Kristine is actively pursuing her Certified Financial Planner (CFP) designation.
James was educated as both an engineer and an industrial designer and has spent the last 12 years helping companies in a variety of industries to design and implement products, processes, and systems ranging from sit-skis to risk management programs. He has worked with companies ranging in size from start-ups to Fortune 500 multinationals.
Ria graduated from Wilfrid Laurier University’s Lazaridis School of Business and Economics and worked as a management consultant for over 3 years. She specialized in customer strategy for the banking industry in Canada. Ria is actively pursuing her Qualified Associate Financial Planner (QAFP) Designation.