Financial Plan Refresh Package + Unlimited Support

You’ve already put a lot of hard work into building a financial plan (congrats — that’s a big win). But life happens, and things change: your job, your living situation, maybe your goals themselves. Instead of starting over with a new plan, we can make sure the one you’ve got is still working for you. 

You’ll meet with the same Ellevest CFP® pro you worked with previously to catch up on your current situation, then refresh your plan for another year. For those 12 months, you’ll also get unlimited email support — so you can keep asking questions as things keep changing (because they always do).

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 people who built a financial plan with Ellevest, and now want to update that plan and continue their relationship with their CFP® pro.

Need a comprehensive financial plan? Check out our Comprehensive Planning Package + Unlimited Support, or our Comprehensive Planning Package (if you don’t need the ongoing support). 

Not sure? Book a free 15-minute call to see which financial planning session is right for you.

This session is designed for US residents only. Ellevest cannot provide business, tax, or legal advice.

You have twelve months from the date you purchased your package to schedule and use your sessions and/or unlimited access to email; otherwise, they will expire.  Click the link right from the confirmation page to schedule your first session.