top of page

Find the Right Untangle for You

At Untangle, we make financial planning simple, private, and judgment-free.

Choose the level of support that fits your comfort and confidence.

Choose from 3 Levels of Financial Planning

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.

​How it works

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

  • Review financial concepts to help you understand the questions​

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

​

​

$249 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 about their money, and prefers to speak to an expert for guidance.

How it works:​​

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

  2. A financial expert will analyze your information

  3. Schedule a one-hour session with a financial expert craft your personalized financial plan together

$1,499 
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 a financial expert

$4,999 each package
bottom of page