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, 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 clients who want to update their financial plan and continue their relationship with their CFP® pro.

If you don’t want to update your financial plan, check out Unlimited Support from Your CFP® Pro. 

If you just want an additional check-in with your CFP® pro, check out 60 Minutes with Your CFP® Pro.

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

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, they will expire. Click the link right from the confirmation page to schedule your first session.