Limited Time: H1 2027 Implementation Pricing - only 2 spots left
Reduce Employee Turnover by 27% with Financial Wellness
Boost productivity with our proven Financial Wellness Program.
78%
Employees report financial stress
$1,900
Annual cost per financially stressed employee
23%
Productivity loss from employee financial distraction
Financial Stress is Costing Your Business
Financially stressed employees are less productive, more likely to leave, and impact your bottom line. Our program addresses the root causes of financial anxiety and provides employees with actionable tools to improve their financial well-being, and reduce their financial stress.
The Solution: Personalized
Financial Wellness That Works
Reduce Employee Stress
Improve engagement and productivity by addressing the #1 source of workplace stress
Support DEI Goals
Advance diversity, equity, and inclusion initiatives with financial empowerment
Provide Life-Changing Skills
Deliver practical financial skills that benefit both career and personal well-being
How Untangle Money is Different
Unlike generic financial education, our program gives each employee their personal "Now Money" and "Future Money" numbers—actionable metrics they can use immediately.
Woman-focused
Personalized financial tool
Live expert sessions
Proven 30% anxiety reduction
Program Structure
Hybrid Learning: Self-Serve + Live Expert Sessions
Untangle MINI Tool
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Internationally recognized online financial planning tool
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Walk away with two simple metrics: "Now Money" & "Future Money"
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Learn cash flow, retirement planning, and investment concepts
Live Expert Sessions
6 hours of expert-led workshops
(3 × 1-hour seminars* + 3 × 1-hour workshops)
Topics:
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The Starting Point – Money basics, inflation, investing insights, and realistic retirement scenarios
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The Budget Square – Flexible budgeting methodology for lifestyle choices
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Investing Landscape – DIY vs. robo-advisors vs. investment advisors, global markets, financial bouquets
*Award-winning seminars that audiences are still talking about years later.
Result Snapshot
Average: 30% reduction in financial anxiety.
Employees gain actionable, personalized financial plans.
Trusted by Global Leaders
"This Untangle Money delivers an incredible financial literacy and wellness program. I wish their eye-opening seminars were available when I was a young professional.
If you are looking to create an atmosphere where the women at your firm feel seen, engaged, and empowered, Untangle Money is an excellent option and a great source of valuable continuing education."
- Kathleen Taylor
Chair of Sick Kids & Altas
Former Chair of RBC
Former CEO Four Seasons
