Need some clarity on your retirement?
Your retirement plan should be the basis for all other financial planning. One of our pros can help you leverage your Ellevest Retirement goal — breaking down the different account types, and calculating what you should (and can) invest.
Meet 1:1 with a financial planner to:
- Determine the best retirement account type(s) for you
- Talk through what your dream retirement might look like — and cost
- Get a personalized plan (including a list of next steps) to invest toward that retirement
Book a free 15-minute call
Not sure where to start? One of our financial planners can help you pick the right session for you.
Our team
Our financial planners have years of experience helping women go after their goals, and they truly want you to succeed. They have diverse backgrounds, reflect our community, and bring a wealth of knowledge to every conversation. We think you’ll love them as much as we do.
Meet all of Ellevest’s financial planners
Ellevest's financial planners are CFP® professionals, or CERTIFIED FINANCIAL PLANNER™ professionals. This means they’ve met the coursework, exam, and extensive work experience requirements outlined by the Certified Financial Planner Board of Standards, Inc.
Ellevest Client Discounts
Ellevest clients get free access to live workshops and up to 50% off all 1:1 financial planning sessions. As a client, you also get personalized investment plans and tools, and even more resources to help you turn money from a source of stress to a source of strength.
What types of financial planning does Ellevest offer?
Ellevest’s financial planners are here to help you work toward your goals in whatever format fits your schedule (and your budget) the best.
1:1 sessions: Work individually with a financial planner, either on something specific — like building a budget, making a plan to pay off debt, or strategizing a long-term financial plan — or with an open-ended, ongoing relationship. They’ll get to know you and give you guidance unique to your personal financial situation.
Live Workshops: Tune in for a 45- to 60-minute workshop hosted by a financial planner on Zoom, with topics ranging from how investing works to how to build a full financial wellness practice. They’ll leave time for live Q&A, too.
Ellevest members get up to 50% off all 1:1 sessions and can attend workshops for free.
Can you help me decide which financial planning session I should buy?
Absolutely — you can sign up for a free 15-minute call with a coach. They’ll learn more about the challenges you’re facing and help you decide which of our financial planning sessions might be right for you.
(Wondering about becoming and Ellevest client? Start with the chatbox widget on this page.)
Can I work with a financial planner on an ongoing basis?
Yes!
If you start with a single session and would like to be matched with the same financial planner in the future, feel free to reach out to us at moneyhelp@ellevest.com to confirm their availability and we’ll follow up with next steps to keep the momentum going!
Ellevest’s multi-session financial planning packages are designed to help you build an ongoing relationship with your financial planner. There are two options for working with them on an ongoing basis.
Unlimited Access to a CFP® Pro: Over the course of 12 months, you’ll get up to four phone calls and unlimited emails with a dedicated CFP® pro so you can ask questions and get financial help when you need it.
Full Financial Planning + Unlimited Access to a CFP® Pro: Over the course of 12 months, you’ll get up to five phone calls and unlimited emails with a dedicated CFP® pro in addition to a comprehensive, personalized financial plan.
PS: While you can’t currently choose your financial planner, everyone on our all-women team is trained, vetted, experienced, and (if we do say so ourselves) excellent at their jobs.
How do I apply my Ellevest client discount?
There are two ways to apply your client discount when you purchase a session:
Navigate to the Ellevest Store from inside the Ellevest app or website.
1. Log in to your Ellevest account.
2. From our desktop site or your phone’s mobile web browser, click “1:1 Coaching” in the main navigation. That will bring you to the Ellevest Store.
3. From the mobile app, tap the Learn tab. Browse sessions in the coaching section of the page, and tap any of them to get to the Ellevest Store.
4. You’ll see your client discount automatically applied at checkout.
Input your client discount code during checkout.
To find it:1. Log in to your Ellevest account.
2. Visit the membership page from your user menu.
3. Your client discount code will be listed among your plan benefits in your settings.
What happens after I purchase a 1:1 financial planning session or workshop?
After your purchase, you’ll have the opportunity to schedule your session or book your webinar from the confirmation page. If for any reason you are not able to complete the process for your 1:1 session at that time, check your inbox for an additional email that includes a link to schedule your session.
For 1:1 financial planning sessions:
1. You'll choose a date and time for your upcoming call.
2. You'll fill out a (typically quick) pre-session questionnaire. That will help your financial planner to get up to speed on you and your personal situation so the two of you can hit the ground running from the very start of your call.
3. When it's time for your session, your financial planner will call you at the phone number you provided (or log in for your video call, if you booked a Full Financial Planning Package or Retirement Planning Session and chose that option).
4. After the call, your financial planner will follow up with action steps, any deliverables they owe you, and resources to help you implement their advice.
5. If your purchase includes more than one session, they'll also send a link to book your next call.
For workshops:
1. You'll register for an upcoming date and time via Zoom.
2. Once registered, you'll get an automated email (and reminders) from Zoom with all the joining info.
3. If you miss your workshop, you'll get a link to register for a new date and time.
Does your employer offer a financial wellness or learning and development stipend? We created a template to help you request a financial planning session.
