Who Benefits Most from Untangle MAXI
When you want more than numbers; you want guidance, clarity, and confidence.
Accredited Investors
Women with $1M+ net worth, or $200K+ annual income, who want to see their complete financial picture and ask questions in a safe environment before meeting with their financial advisor.
High-Net-Worth Couples
Partners who want both parties to be confident and fully prepared for wealth management discussions.
Preparation, Not Replacement
Untangle MAXI doesn't replace your financial advisor—it enhances your relationship with them.
You'll enter every conversation informed, confident, and ready to make strategic decisions, so you can maximize every conversation with them.
1
Understand Your Fees
Know exactly what you're paying and why
2
Investment Clarity
Understand investment strategies before implementation
3
Confident Conversations
Ask the right questions, interpret answers, and make informed decisions.
Your 3-Session Journey
Your Finances Untangled
(60 minutes)
Your personalized Now Money and Future Money numbers
Tailored guidance based on your goals and life stage
Action steps prioritized by impact
Investment Strategies Overview
(60 minutes)
30-minute consultation to get to know you
60-minute plan creation session to learn concepts and create your plan
60-minute review session to walk through your plan
Understanding Fees and Accounts
(60 minutes)
Satisfaction guarantee
Secure, confidential process
No ongoing fees or commitments
Client Success Stories
"This process was transformational. I finally understand what they mean when they say, "Get your money working for you". I wish I had done it a decade ago."
Kathy S.
EdTech Executive
"I didn't expect to gain so many insights from Untangle MAXI. It revealed blind spots I didn't know I had and gave me new clarity about our finances. After years in the corporate world — and later stepping back to manage our home and support my husband's career — personal finance still felt like a space I wasn't fully part of. Untangle MAXI helped me change that."
Catherine S. MBA
Home Manager
Begin Your Untangle MAXI Journey
Limited availability. Untangle MAXI is offered to a limited number of clients each quarter. Request a confidential consultation to discover if it's the right fit for you.
Personalized Service Perfect for Accredited Investors
Your privacy matters.
We take confidentiality seriously — your information is always secure and protected.