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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

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