Sale
  • Budgeting and Spending Session
1:1 Session | 1 session

Budgeting and Spending Session

  • $90.00 Executive Members
  • $126.00 Plus Members
  • $144.00 Essential Members
  • $180.00 Non-members
  • $200.00

Here’s how to apply your member discount. Not an Ellevest member? Learn more.

Description

Take a deep breath, then take a deep dive into your daily expenses with a financial planner. (No really, it’s going to be great.) You’ll work together to create a full, personalized spending plan for paying your bills, spending, saving, investing, and non-monthly expenses. Aka everything. 💸

Note: Sale ends 11:59PM ET on August 8, 2021.

What to expect

  • You’ll tell us about yourself ahead of time so you can get the most out of your session
  • A 30-minute call with an Ellevest money coach
  • Help finding creative solutions to budgeting challenges
  • A one-page personalized budget, emailed to you after your call

How it Works

Check your inbox for a link to book your call. You choose the best day and time for your schedule.

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

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

After your call, your coach will follow up with your one-page budget plan and info to help you start using it.