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.
The basics about how money and investing works
entry level product
gives you access to our planning algorithm
real live in-person help to set up
an hour of time with our financial expert
More advanced product for those with more complicated financial circumstances
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
Automated self-serve app lets you do all the tinkering with variables.
Anticipated launch Q2 2024.