Sale
Money Checkup
  • Money Checkup
1:1 Session | 1 session

Money Checkup

  • $114.50 Executive Members
  • $160.30 Plus Members
  • $183.20 Essential Members
  • $229.00 Non-members

Here’s how to apply your member discount. Not an Ellevest member? Learn more.

Description

How much should you save for emergencies? How do you tackle a big money goal? Wait, what’s the difference between a 401(k) and an IRA, again? Money questions can be overwhelming — which is exactly what Ellevest money coaches are here for. 

Check in with a coach on one or two topics from this list: how to build your emergency fund, a 401(k) vs an IRA, Roth vs traditional retirement accounts, how much to save for a (non-retirement) big money goal, whether you should roll over a 401(k), or how to prioritize money goals.

What to expect

  • You’ll tell us about yourself ahead of time so you can get the most out of your session
  • A 30-minute call with an Ellevest CFP® pro (aka financial planner)
  • Your choice of one or two topics on the call
  • A follow-up email with personalized resources and next steps

How it Works

Check your inbox for a link to book your call. You choose the best day and time for your schedule.

Fill out a quick pre-session questionnaire. Your coach will use it to prep for your call so the two of you can hit the ground running.

When it’s time, your coach will call you on the phone.

After your call, your coach will follow up with action steps, resources, and info to help you use them.