YOUR STARTING POINT TO GET FINANCIAL CLARITY

Learn the foundations of your financial plan. When you understand how your money today and your money tomorrow are related, you will make better choices for yourself, which leads to more options for you in the future.

We break down the money that comes into your bank account into 5 different buckets. We calculate what you need for retirement based on the money you currently spend, before you've even gotten out of bed (your personal cost of living). And we show you how much you can afford to put away for retirement each month.

We then start changing the assumptions we use in the model and show you how each one impacts you personally.

We do all this while using assumptions that reflect a female's financial life. This means our predictions will be more conservative than other financial plans that you find on the market today.

Untangle MINI - Full Service

Name: Untangle MINI - Full Service
Price: 999 CAD
Availability: InStock

$99.90 per month

Quantity

Price Options

One-time purchase

$999.00

Untangle MINI in 12

Pay in 12 installments

$99.90every month for 12 months

You'll walk away with 2 easy to remember metrics that help you spend and invest with confidence. You'll know how much you can spend for every hour that you work, and what you need to put away into investments each month to reach your retirement goal.

During your one hour session, Kristine will explain your budget breakdown, why we make the assumptions we've made and how that gets projected into your future savings.

Through this interactive session, you’ll instantly SEE how various changes affect YOUR personal financial situation NOW and in the FUTURE. Which shows you how they are linked.

You'll get a graphical summary of the scenarios we reviewed.
How much can I spend on everyday life? We break this down by hour worked, so you can figure out how many hours you want to work to purchase that product or service. (Hint: there’s no right answer.)

How much can I save based upon my current lifestyle?

What do people mean when they say, "get your money working for you"?

Why is investing so important?

What factors impact how much I should save for the future?
Part of making this more affordable is asking you to do some of the leg work. Here are the numbers we need to tailor your MINI scenarios to you:

Your age

Your “take-home” income

Your debt: minimum payments and interest rates

Your retirement savings today

Your life happens savings (emergency savings, we just don't like that term)

Your “committed money” (the money you've spent before getting out of bed)

More information about these numbers

Untangle MINI - Full Service

What you get

What questions can the session answer?

Preparing for the session

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