Everything included in our Comprehensive Planning Package + Unlimited Support — plus tax strategy. You’ll work with a CFP® pro and an enrolled agent (aka 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.