Sale
60 Minutes with Your CFP® Pro
  • 60 Minutes with Your CFP® Pro
1:1 Session | 1 session

60 Minutes with Your CFP® Pro

  • $349.00 Ellevest clients*
  • $698.00 Non-clients

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

Description

Have more questions for your financial planner, but don’t need another ongoing package? 

In this session, you’ll spend an hour with the same CFP® pro you worked with previously — catching her up on your current situation and getting personalized answers on your choice of three or four topics. You’ll leave with recommended next steps for you, so you can keep the financial planning momentum going.

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 yourself ahead of time so you can get the most out of your session
  • A 60-minute call with your Ellevest CFP® pro (aka financial planner)
  • Your choice of three or four topics on the call
  • A follow-up email with personalized resources and next steps

How it Works

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

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

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

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