Sale
30 Minutes with a CFP® Pro
  • 30 Minutes with a CFP® Pro
1:1 Session | 1 session

30 Minutes with a CFP® Pro

  • $250.00 Ellevest clients*
  • $500.00 Non-clients

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

Description

How much should you save for emergencies? How do you tackle a big financial goal? What are the advantages of a 401(k) versus an IRA? Whatever money questions you’re stuck on, our pros are here to help. 

In this session, an Ellevest financial planner will get to know a bit about you and your finances. Based on your unique situation, she’ll answer your most pressing questions — and recommend next steps on your financial journey.

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 30-minute call with an Ellevest CFP® pro (aka financial planner)
  • Your choice of money-related 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.