Comprehensive Planning Package + Tax Strategy

Everything included in our Comprehensive Planning Package + Unlimited Support — plus tax strategy. You’ll work with a CFP® pro and a tax pro from Ellevest’s all-women team to build a financial plan that factors in your taxes. 

When your CFP® pro delivers your initial plan, she’ll include follow-up items for your next session with your tax pro — who will help you tackle those items and answer any questions you may have. You’ll walk away with an updated plan and a newfound confidence in all aspects of your financial picture.

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

This package is great for individuals, couples, or families who need a comprehensive financial plan with tax strategy. 

Already have a tax pro, but need a financial plan? Check out our Comprehensive Planning Package + Unlimited Support.  Or — already have a financial plan, but need tax support? Check out 30 Minutes with a Tax Pro. 

Not sure? Book a complimentary call to see which financial planning session is right for you.

This session is designed for US residents only. Ellevest cannot provide business, legal, or tax advice. Ellevest offers only tax planning (not advice) in our tax-focused sessions.

You have 6 months from the purchase date of your financial planning package with unlimited support to schedule your initial session. You have 12 months from the purchase date to schedule and use all remaining sessions in your financial planning package, and unlimited access to email support; otherwise, it'll expire. Click the link right from the confirmation page to schedule your session.

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