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

Budgeting Session

  • $114.50 Executive Members
  • $160.30 Plus Members
  • $183.20 Essential Members
  • $229.00 Non-members

Your membership discount will be reflected at checkout

Here’s how to apply your member discount. Not an Ellevest member? 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 coach
  • 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 pre-session questionnaire at least 48 hours prior to your scheduled call. 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.