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1:1 Financial Planning

When it comes to your money, there’s nothing like personal advice. 1:1 financial planning sessions are a total game-changer.
Ellevest
30 Minutes with a CFP® Pro
1:1 Session
30 Minutes with a CFP® Pro
Comprehensive Planning Package
1:1 Session
Comprehensive Planning Package
60 Minutes with a CFP® Pro
1:1 Session
60 Minutes with a CFP® Pro
Budgeting Session
1:1 Session
Budgeting Session
Budgeting and Debt Planning Session
1:1 Session
Budgeting and Debt Planning Session
Retirement Planning Session
1:1 Session
Retirement Planning Session
Full Financial Planning + Unlimited Access to a CFP® Pro
1:1 Session
Full Financial Planning + Unlimited Access to a CFP® Pro
Homebuying Strategy Session
1:1 Session
Homebuying Strategy Session
Financial Foundation Package
1:1 Session
Financial Foundation Package
30 Minutes with a Tax Pro
1:1 Session
30 Minutes with a Tax Pro
Comprehensive Planning Package + Tax Strategy
1:1 Session
Comprehensive Planning Package + Tax Strategy
Planning for More Package
1:1 Session
Planning for More Package
Comprehensive Planning Post-Divorce
1:1 Session
Comprehensive Planning Post-Divorce
Comprehensive Planning for Inheritance
1:1 Session
Comprehensive Planning for Inheritance
30 Minutes with a Divorce Pro
1:1 Session
30 Minutes with a Divorce Pro
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DISCLAIMER

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results. Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

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