Sisterly Advice: GET YOUR FINANCIAL HEALTH CHECK UP EVERY YEAR!
The MINI Self-Serve will help you figure out if you're on track, give you a clear path forward and help you to feel less stressed about money.
You'll walk away with your two most important money metrics:
1. Now Money: what you can afford
2. Future Money: what you need to put away each month for your chosen future
Pay once, and get access to your numbers all year.
Understand how your Now Money and your Future Money are related, and make thoughtful, informed choices for the future.
See where the money coming into your bank account is going, and how much is left over. We calculate what you need for retirement based on the money you're currently spending before you've even gotten out of bed (your cost of living). And we show you how much you can afford to put away for retirement each month.
You'll see how different scenarios impact your Future Money. For instance, what happens if you get your money working harder for you or if you choose to pay down debt or invest your money?
You get all your learning and takeaways from one tool that includes all aspects of women's financial decisions, like sending money to family or personal care. This means you'll be setting yourself up for success. (This also means our predictions will be more conservative than other financial plans).
***LAUNCH NOTE***
The early version of the MINI Self Serve is perfect for young women
18-35 years old
have a full-time offer or role making $50,000 - $200,000 a year
And want to
Feel confident about money decisions, but don’t know where to start and don’t want to be sold to
Learn how to understand money in a supportive, non-intimidating, non-judgmental, unbiased way
See the impact of trade-offs between Now Money and Future Money
We will continue to update the MINI Self Serve with features and scenarios to help more women. If you are 55 yo or better, the current MINI Self Serve is not ready for you yet. You can use our MINI Full Serve to best address your scenarios.
Untangle MINI - Self Serve
You'll walk away with 2 easy-to-remember metrics that help you spend & invest confidently. You'll know how much you can spend, for every hour you work, and what you need to invest each month to reach your retirement goal.
Throughout your journey, you'll interact with your money, and the various choices you could make, and you’ll be able to see the different futures your choices lead to.
You'll have access to your dashboard, your saved scenarios, and all the learning modules for the entire year.
And because we believe it should be your choice, we will ask you before the end of the year, if you would like to renew your subscription for the next year.