Take a deep breath, then take a deep dive into your daily expenses with a financial planner. (No really, it’s going to be great.) You’ll work together to create a full, personalized spending plan for paying your bills, spending, saving, investing, and non-monthly expenses. Aka everything. 💸
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 money coach
- Help finding creative solutions to budgeting challenges
- A one-page personalized budget, emailed to you after your call
How it Works
After you check out, book your session right from the confirmation page. Choose the best day and time for your schedule.
Fill out a quick pre-session questionnaire. Your coach will use it to prep for your call so the two of you can hit the ground running.
When it’s time, your coach will call you on the phone.
After your call, your coach will follow up with your one-page budget plan and info to help you start using it.