You’ve got dreams — big dreams. Overlapping dreams. Dreams that all, somehow, have to fit together like a puzzle someday. Retirement. Homeownership. Moving across the country. A career change. Funding someone’s education. Leaving a legacy behind for the next generation. And so on. What should you do today to help make that future a reality?
That’s where a full financial plan comes in handy — and an Ellevest CFP® Professional can help you build one. They’ll get to know your goals and finances, run them through multiple what-if scenarios (what if you spend 10% more or 10% less? what if you buy a second home someday, or not? what if you take a career break?), and then help you settle on a financial plan you can use today to help build the life you want.
Not sure? Book a free 15-minute call to see which financial planning session is right for you.
To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.