Phone Call Add-on: Unlimited Access to a CFP® Pro

Your Unlimited Access to a CFP® Pro package comes with up to four phone calls and unlimited email support over the course of one year with a dedicated financial planner. But if you’ve got great momentum and want to add more phone calls before your year is up, you can totally do that too. (We love talking to you!)

Click the dropdown to add one or two extra calls to your Unlimited package and keep that ball rolling. You can come back to this page and add as many calls as you need, as you need them, throughout your 12 months of Unlimited service.

To purchase a 1:1 session or group workshop, you must be located in the United States, not including territories.  Ellevest cannot provide tax or legal advice.

Go ahead, invest in yourself!

This is designed for people who want more than four 30-minute phone calls during their 12 months of Unlimited Access to a CFP® Pro. Time to renew for another 12 months? You can do that here.

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

You have until the end the 12-month period of your Unlimited Access to a CFP® Pro package to schedule the sessions in this package; otherwise, they will expire.