Untangle MINI - Self Serve

You'll get a clear picture of your financial life — without the jargon, judgment or sales pitch.

See where the money coming into your bank account is going, how much you can afford to spend, and how much you can put toward your future.

We'll calculate what you'll need in retirement based on what you actually spend today — including the money that seems to disappear before you've even gotten out of bed.

Then comes the fun part: play with the numbers.

Change different assumptions and see what happens to your future. What if you invest more? Pay down debt? Get your money working harder? Change when you retire?

You'll see the trade-offs in real time, so you can make decisions based on your life — not someone else's version of what your life should look like.

You'll also have access to your dashboard, saved scenarios and learning modules throughout the year, so you can come back whenever you want.

And because we believe the choice should be yours, we'll ask before your year is up whether you'd like to renew.

• How much can I spend on everyday life? We break this down into a cost per hour worked, so you can decide how many hours you're willing to work for the things you want. (Hint: there's no right answer.)

• How much can I save while maintaining my current lifestyle?

• What does “get your money working for you” actually mean?

• Why is investing so important?

• What affects how much I need to save for the future?

To tailor MINI to your financial life, we'll ask you for a few numbers along the way:

• Your age

• Your take-home income

• Your debt — including minimum payments and interest rates

• Your retirement savings — including any employer matching or pension programs

• Your Life Happens Money — the savings you've set aside for the unexpected

• Your committed money — the money you've already committed to spending before you've even gotten out of bed

That's it. Bring us the numbers, and MINI will help you turn them into a personalized picture of your money today and your money tomorrow.

More information about these numbers

Your financial life isn't necessarily a straight line — and neither is MINI.

Our assumptions reflect the realities of women's financial lives, so you can explore scenarios that account for the twists, turns and trade-offs that can shape your financial future.

The result is a more conservative approach to financial projections than you'll find in many traditional financial plans.

No black boxes. No jargon. No one trying to sell you something. Just a clearer way to understand your money and make decisions for yourself.