• Full Financial Planning + Unlimited Access to a CFP® Pro
1:1 Session | 5 Calls + Unlimited Email

Full Financial Planning + Unlimited Access to a CFP® Pro

  • $2,469.00 Ellevest clients*
  • $4,938.00 Non-clients

*Discount varies by client type. Here’s how to apply your client discount. Not an Ellevest client? Learn more.


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.

What to expect

  • You’ll tell us about your finances ahead of time to get the most out of the calls
  • Your financial goals run through multiple what-if scenarios 
  • A comprehensive, personalized financial plan, emailed to you
  • Help managing your money over the course of 12 months with the same CFP® professional
  • Quarterly 30- to 45-minute phone calls 
  • Unlimited email support so you can ask questions and can get support as you need it

How it Works

After you check out, book your first session right from the confirmation page. You choose the best day and time for your schedule.

Fill out a pre-session questionnaire and upload the required documents. Your financial planner will prep so the two of you can hit the ground running.

When it’s time for a call, your financial planner will call you on the phone or join your Google Meet, depending on what you chose. You can also email them anytime.

After each call, they will follow up with action steps, resources, and a link to schedule your next call.