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FAQ: Frequently Asked Questions

Everything you need to know about Untangle Money products and services

What's the difference between the
Self-Serve and Full-Serve MINI?

MOST POPULAR

Self-Serve MINI

$249

One-time payment • 12 months access

  • Complete Untangle MINI tool access

  • All learning modules and resources

  • Unlimited scenario testing

  • Personal dashboard for 12 months

  • Self-paced learning

Full-Serve MINI

$1,499

Includes personalized guidance

  • Same award-winning process and learning as Self-Serve MINI, but with an Untangle Money financial expert

  • Tailored goals and scenarios that aren't yet built into the web app

  • 2-3 virtual sessions with a financial expert

MAXI – White Glove Preparation

$4,999

Includes bespoke service

  • Same award-winning process and learning as the Untangle MINIs

  • Customization which considers the different economic situations of clients with higher assets

  • 3 virtual sessions with a financial expert

Frequently Asked Questions

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