Full Financial Planning + Unlimited Access to a CFP® Pro

Homeownership. Retirement. A no-regrets, life-changing trip. But how do you turn those big dreams into a reality? 

That’s where an Ellevest CFP® Professional comes in. You’ll start things off with a full, detailed financial plan — one that runs all your future goals through multiple what-if scenarios (these things tend to fit together like a puzzle). You’ll examine your money situation, locate your pain points, and work together on a realistic financial strategy.

Then, over the course of the next 12 months, you’ll have unlimited access to the same financial planner who can also be your partner in adjusting your strategy whenever life happens. (Hello, income property / career break / sweet raise!)

Most importantly, you’ll walk away referring to those “big dreams” of yours as just “my plans.”

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.

This package is great for people who want a comprehensive plan for achieving their future goals and ongoing access to a financial planner for one year. 

Only need the financial plan? Check out our 1:1 Full Financial Planning package. 

Not sure? Book a free 15-minute call to see which financial planning session is right for you.

Think you’ll want more than five phone calls a year? You can add more on — ask your financial planner for details.

This session is designed for US residents only. Ellevest cannot provide business, tax, or legal advice.

You have twelve months from your date of purchase to schedule the sessions in this package; otherwise, they will expire. Click the link in your confirmation email to schedule your first session.