Sisterly Advice: GET YOUR FINANCIAL HEALTH CHECK UP EVERY YEAR!
The MINI Self-Serve will help you figure out if you're on track, give you a clear path forward and help you to feel less stressed about money.
You'll walk away with your two most important money metrics:
1. what you can afford
2. what you need to put away each month for your chosen future
Pay once, and get access to your numbers all year.
Understand how your Now Money and your Future Money are related, and make thoughtful choices for yourself. Give yourself more options for you in the future.
We show you where the money coming into your bank account goes, and how much is left over. We calculate what you need for retirement based on the money you currently spend before you've even gotten out of bed (your cost of living). And we show you how much you can afford to put away for retirement each month.
You'll then see how different scenarios impact your future money. For instance, what happens if you get your money working harder for you? Should you focus on paying down debt, or on investing your money?
You get all your learning, and takeaways, from a tool that uses assumptions that reflect a woman's financial life. This means you'll be setting yourself up for success. (This also means that our predictions will be more conservative than other financial plans on the market today).
***LAUNCH NOTE***
The early version of the MINI Self Serve is perfect for young women
18-35 years old
Working full-time making $50,000 - $200,000 a year
And
Have less investment experience and confidence
Want to feel in control of their money but don’t know where to start and don’t want to be sold to
Want to learn about money in a supportive, non-intimidating, non-judgemental, unbiased way
Want to see the impact of trade-offs between Now Money and Future Money
For example
Recent graduates starting their careers and working their first full-time roles
Full-time workers who have been in the workforce less than 10 years
We will continue to update the MINI Self Serve with features and scenarios to help more women.
Untangle MINI - Self Serve
You'll walk away with 2 easy-to-remember metrics that help you spend & invest confidently. You'll know how much you can spend, for every hour you work, and what you need to invest each month to reach your retirement goal.
Throughout your journey, you'll interact with your money, and the various choices you could make, and you’ll be able to see the different futures your choices lead to.
You'll have access to your dashboard, your saved scenarios, and all the learning modules for the entire year.
And because we believe it should be your choice, we will ask you before the end of the year, if you would like to renew your subscription for the next year.