White-glove financial preparation for women and couples with significant wealth.
Get your financial life untangled before you meet with your advisor.
Untangle MAXI is designed for accredited investors who want to understand their complete financial picture and feel prepared before sitting down with a Financial Professional.
If you earn more than $200,000 a year or have more than $1 million in financial assets (excluding your home), MAXI helps you get clear on where you are, where you want to go, and how the pieces fit together.
Build on the foundation of MINI — and go deeper.
MAXI starts with the same powerful foundation as MINI: understanding your Now Money and Future Money, and seeing how your financial life changes through different stages of life.
Then we take it further.
You'll see how your goals fit into your overall financial picture, explore the trade-offs involved, and get the numbers you need to make informed decisions with confidence.
And because your financial life isn't static, we look at how the plan evolves as life changes.
Unbiased. Clear. Yours.
MAXI isn't here to sell you an investment product or replace your Financial Professional.
It's here to make sure you walk into that conversation prepared.
What questions does MAXI help you answer?
1. How do my goals fit into my overall financial life?
See how the things you want to do — now and in the future — fit with your finances.
2. Can I actually afford my grand plan?
Life changes. Your plan should be able to change with it. MAXI helps you understand the trade-offs so you can adjust as your priorities and circumstances evolve.
3. What should I ask my Financial Professional?
Know what questions to ask, understand the answers you receive, and get more out of every conversation.
You bring the questions. We'll help you bring the clarity.
