Budgeting and Spending Check-in
We loved helping you create a spending plan. Congrats again on taking that step — after all, your budget is your #1 tool in hitting all your money goals. Now it’s time to build on that progress. (Plus, life changes fast, and your budget needs to keep up!)
In this 30-minute call, you’ll work with the same money coach who originally helped you build your budget (or whoever’s available soonest, if you prefer). You’ll chat with them about what’s working or not working, reevaluate your income and expenses, and update your plan as needed so that it still aligns with your values and goals.
Here’s what to do next:
- Click below to purchase your check-in (👏)
- You’ll get an automated confirmation email with a link to book your session. Click that link to send an email to our money team.
- Let us know if you’d like us to connect you with your original coach or schedule you in ASAP.
Note: This session is designed for United States residents only. Ellevest cannot provide tax or legal advice.