Money Checkup

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.

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.

This is a great session for people who have a money question or two.

If your question is not on the list, check out our other sessions or email us to ask if your topic can be covered in this session.

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

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

You have six months from your date of purchase to schedule your session; otherwise, it will expire. Click the link in your confirmation email to schedule your session.