Retirement Checkup

Everybody’s dream retirement looks a little bit different — and so does the path to making it happen. Do you have a good handle on yours?

An Ellevest money coach can help you explore your vision for how you want to retire. They can go over your retirement account options, then help you make a plan to invest for your goals — and catch up if you need to. And they can help you understand where investing for retirement might fit alongside other money goals.

Note: We strongly recommend that you’re an Ellevest Plus or Executive level member when purchasing this session since we use the Ellevest Retirement goal as our retirement calculator. If you're an Essentials member or non-member, we can still hold the sessions but you won’t have access to the results of the calculator after we complete your sessions. This session is designed for individuals planning to retire in 5+ years. Check out our Full Financial Planning package to plan for you and a partner.

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

This session covers the basics of retirement planning for individuals looking to retire in 5+ years. If you expect to have complex retirement income streams or need help planning for retirement and other big financial goals, check out our 1:1 Financial Planning Package. 

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 the sessions in this package; otherwise, they will expire. Click the link in your confirmation email to schedule your first session.