Does thinking about Money make you queasy?
Money can be stressful and cause feelings of anxiety, especially when you worry about having enough of it.
Untangle Money shows where your money is going today - whether it's spent on non-negotiables, joyfulness, or future-use. Your Action Plan is a decision-making tool to help you choose where your money goes, so you can be thoughtful, deliberate, and active in your money decisions.
Untangle Money is NOT financial advising. We do not tell you which investments or funds to buy. We help with money planning and explain the different types of investments you could make - all without judgement. We create awareness and thoughtfulness about money to make Money feel less stressful.
Courtney Y
" Thank you so much for an engaging and generous session. You have taken my financial insecurities and helped me be more confident with my financial planning.. "
Brittany N.
" It felt very comfortable to share openly without judgment or to ask questions. The whole experience was approachable and acknowledged the nuances and dynamics that finances can bring to a relationship.. "
Anna L
" I’m not sure you realize how much of an impact this has had on me, and how much you’ve helped me. "
Be the Boss of Your Money
Untangle puts you in charge by creating awareness and clarity about where your money goes today and helps you decide where it could go instead.
What you get
Clarity
A clear picture of where your money is going today and what your financial future could be if nothing changes
Choices
An understanding of which areas you can adjust to change your financial future
Confidence
An actionable plan for your money based on your personal inputs of what's important to you
AS FEATURED ON
Get started. It's easy!
1
Purchase online
2
Fill in & input your numbers
3
Schedule a session
We don't manage your investments. With you, we build your customized Money Action Plan. Click here to learn more about our products
Untangle Money Products
3 ways to build your Money Plan
Untangle MINI
- Self Serve
Online web app
Untangle MINI
- Full Service
Talk to an Expert
Create your Money Plan at your own pace and in the privacy and comfort of your jammies.
No need to show your financial underwear to anyone.
Input your financial details in the app, Take your time to play with the interactive questions and decide which financial levers you want to action.
Subscribe to our Newsletter for product launches and the latest updates.
$149 coming soon
Talk to an Untangle Money expert for a guided and deeper review of your financial possibilities.
Complete your financial inputs questionnaire and an Untangle Money expert will show you which levers you can use to impact your future.
Your questions are answered by a real person in one virtual meeting.
$999
Untangle MAXI
- Full Service
Talk to an Expert
Talk to an Untangle Money expert for a guided and most comprehensive review of your financial possibilities over three sessions.
Complete your financial inputs questionnaire and an Untangle Money expert will show you the different levers you can use to impact your financial future.
Take time to review and action your takeaways. Use up to three virtual sessions to answer new questions and to stay track with your Money Plan.
$2,499
The average independent financial plan costs $3,000 - $4,000.
Untangle Money does not provide advice about specific investments. We show you the different options to consider when building your financial plan.
To keep our information unbiased, Untangle Money is never compensated by third parties like investment companies or investment funds for the information we share.
Fancy a sneak peak?
You can see a walkthrough of the Untangle MINI in this video.
Ready To Take Your First Step Towards Financial Freedom?
Schedule a free personalized 15-minute call with us.
Whether you have specific goals or want to explore your options, our team is here to help!
Planning for retirement should look different for women and men given the different life cycles.
If women follow the same retirement plan as men, they will fall short in retirement.
Retirement system providers should target women differently, give women the confidence to handle their finances and consider different, perhaps riskier, investment strategies.
Employers should review their benefits systems through a gender lens, to ensure options and communications meet the needs of both sexes.
