top of page

Our Products

Designed to give you as much, or as little, hands-on guidance as you like.

Choose from 3 Financial Planning Options

Untangle MINI - Self Serve
No need to show anyone your financial underwear.
 
Use the web app to build your personalized money plan from the comfort of your own home.

  • Add in details about your savings, pensions, debts and expenses

  • Review financial concepts to confirm you understand questions​

  • Explore different financial scenarios to decide which options make you most comfortable

​

Coming May 1, 2025

$149 each year
Untangle MINI - Full Service
mini-graph.png
Designed for anyone who feels unsure about where their savings are headed, struggles with managing their finances or has anxiety when it comes to how to handle their money.

  • Entry level product

  • 1 - 2 hour session with our financial expert

Process:​​

  1. Fill in details about your savings, pension, debts, and expenses.

  2. Financial consultant will analyze your information.

  3. Schedule a call to work together and craft your personalized financial plan.

$999 each session
Untangle MAXI - Full Service
After you've completed your Untangle MINI and are ready to dive deeper, the Untangle MAXI is the optimal choice to go deeper with your financial options and embrace life's significant changes!

  • Personalized guidance to map out significant life events

  • How you can get started with investing

  • Three total sessions with our financial expert

$2,499 each package
bottom of page