Sale
  • Planning for More in 2024 Package
1:1 Session | 3 sessions + unlimited email

Planning for More in 2024 Package

  • $1,100.00 Ellevest clients*
  • $2,200.00 Non-clients

Not sure which session or package is right for you? Start with a complimentary call with an Ellevest CFP® pro.

Description

The best time to take control of your money is ASAP — a new year is just extra motivation. If you’re not sure how or where to start, an Ellevest financial planner can get you on the right track (and help you stay there). 

Over two sessions, your planner will recommend strategies based on your unique situation — from spending and saving to setting financial goals and investing toward them. With one check-in whenever you need it and a year of unlimited email support, you’ll be able to ask questions as they come up — and be ready to put your money to work in 2024. 

Not sure? Start with a complimentary call.

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

What to expect

  • You’ll tell us about yourself and your finances ahead of time 
  • Two 60-minute calls, plus one 30-minute check-in with the same Ellevest CFP® pro
  • A follow-up email after each call with personalized resources and next steps
  • Help setting and planning for short- and long-term financial goals
  • 12 months of unlimited email support

How it Works

After you check out, book your session right from the confirmation page. Choose the best day and time for your schedule.

Fill out a quick pre-session questionnaire. Your financial planner will use it to prep for your call so the two of you can hit the ground running.

When it’s time, your financial planner will call you on the phone.

After your call, your financial planner will follow up with action steps, resources, and a link to schedule your next call.