Sale
Budgeting Session
  • Budgeting Session
1:1 Session | 1 session

Budgeting Session

  • $199.00 Ellevest clients*
  • $398.00 Non-clients

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

Description

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. 💸

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

  • A link to list your current expenses and savings for your financial planner
  • A 30-minute call with an Ellevest financial planner
  • 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 pre-session questionnaire at least 48 hours prior to your scheduled call. 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, they will follow up with your one-page budget plan and info to help you start using it.