Comprehensive Planning + Unlimited Support

Homeownership. Kids’ education. Retirement. How do you get on track to reach all of your big, overlapping financial goals? That’s where an Ellevest CFP® pro comes in — whether you need help planning solo or with a partner.

Together, you’ll run your goals through multiple what-if scenarios, then build a detailed financial plan — a roadmap that outlines your finances, your goals, and strategies to reach those goals. Plus, you’ll get a check-in and a year of unlimited email support, so you can ask questions and adjust your strategy whenever life happens.

Not sure? Start with a free 15-minute call.

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.

Need a comprehensive financial plan, but not the email support? Check out our Comprehensive Planning Package.

Looking to renew your financial plan? Check out our Financial Plan Refresh Package + Unlimited 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.

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