Why work with a financial planner?
If you’re struggling to define, prioritize, or make a plan to reach your financial goals — whether they’re long term, like retiring early, or short term, like saving more — a financial planner can help. They’re experts at simplifying and de-stressing the whole process.
It’s a common misconception that you need to make or have a certain amount of money to qualify for financial planning. Ellevest has a session for everyone — with no minimums and no requirement to invest with us.
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.
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or a similar experience or services.
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 privately 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 clients 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 complimentary call with a financial planner. 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 an Ellevest client? Start with the chatbox widget on this page.)
Who will I be working with, and what are their certifications?
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.
Ellevest’s all-women team of financial planners are all 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.
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.
Planning for More Package: Great for people who need help with spending, saving, budgeting, debt planning, and / or retirement planning. Over the course of 12 months, you’ll get two 60-minute phone calls, one 30-minute check-in, and unlimited emails with the same CFP® pro.
Comprehensive Planning Package + Unlimited Support: Great for people who need help building a comprehensive financial plan. Over the course of 12 months, you’ll get three 60-minute phone calls and unlimited emails with the same CFP® pro.
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.
Can my partner be involved in the planning process?
Yes! Your partner can be involved (at no additional cost) in any of our Comprehensive Planning packages.
You, your partner, and your planner will take a deep dive into your family’s finances, then build an in-depth plan to reach your individual and shared goals.
Do I have to transfer my assets to Ellevest in order to work with a financial planner?
Nope. Although an Ellevest plan includes investing in addition to financial planning, you don’t have to transfer any invested assets to us — or even open an investment account with us — in order to work with a financial planner.
Your planner will give guidance that factors in all of your investment and / or other financial accounts, even if they’re outside of Ellevest.
Do I have to be an Ellevest client in order to work with a financial planner?
No, although we do recommend becoming an Ellevest client before purchasing financial planning — that way, you’ll get up to 50% off all sessions and packages, plus the option to pay for packages over 3 months.
How do I apply my Ellevest client discount?
If you’re an Ellevest client, your discount will be applied automatically at checkout when you make a financial planning purchase. Just follow these steps:
1. Log in to your Ellevest account.
2. If you’re on our desktop or mobile website, navigate to Financial Planning > 1:1 Sessions. If you’re in the app, navigate to Learn > Planning. From there, choose the session or package you’d like to purchase.
4. You’ll see your client discount applied automatically at checkout.
Note: Ellevest clients have the option to pay for packages over 3 months (currently on our website only, not in the app). Your discount will still apply if you choose monthly payments.
Not an Ellevest client? You can still purchase financial planning without a discount — though we do recommend signing up first to get 50% off all sessions and packages (plus access to automated investing and other exclusive benefits).
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 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 Comprehensive 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.
