Sale
  • Full Financial Planning Package
1:1 Session | 2 sessions

Full Financial Planning Package

  • $897.75 Executive Members
  • $1,256.85 Plus Members
  • $1,436.40 Essential Members
  • $1,795.50 Non-members
  • $1,995.00

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

Description

You’ve got dreams — big dreams. Overlapping dreams. Dreams that all, somehow, have to fit together like a puzzle someday. Retirement. Homeownership. Moving across the country. A career change. Funding someone’s education. Leaving a legacy behind for the next generation. And so on. What should you do today to help make that future a reality? 


That’s where a full financial plan comes in handy — and an Ellevest CFP® Professional can help you build one. They’ll get to know your goals and finances, run them through multiple what-if scenarios (what if you spend 10% more or 10% less? what if you buy a second home someday, or not? what if you take a career break?), and then help you settle on a financial plan you can use today to help build the life you want.

What to expect

  • You’ll tell us about yourself and your finances ahead of time to get the most out of the session
  • Two 60-minute calls with the same Ellevest CFP® pro
  • That includes one call to get to know you, and one to explain your plan
  • Your financial goals run through multiple what-if scenarios 
  • A comprehensive, personalized financial plan, emailed to you at the end

How it Works

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

Fill out a pre-session questionnaire and upload the required documents. Your coach will prep so the two of you can hit the ground running.

When it’s time, your coach will call you on the phone or join your Google Meet, depending on what you chose. They’ll follow up with a link to schedule your next call.

After your second call, your coach will email you your full financial plan and info on recommended next steps.