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Our Products

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

Untangle Money has 3 Financial Planning products active or under development.

Untangle MINI
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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

  • An hour of time 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.

$499
Untangle MAXI
After completing your Untangle MINI, the Untangle MAXI is the optimal choice to further advance in your financial journey and embrace life's significant changes!

  • Personalized help to map out various significant life-events

  • how you can get started with investing

  • two extra sessions at any time with our financial expert

$2,499
Untangle MINI - AUTO
Automated self-serve app lets you do all the tinkering with variables.

In Development
Launching September 2024

$149
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