Comprehensive Planning Package

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.

Not sure? Start with a complimentary 15-minute call, or see what our financial planning clients have to say.

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 people who have a lot of goals and want to put them into a comprehensive plan. It includes one pair of calls and a written financial plan. If you’d like to continue working with a planner on an ongoing basis, check out our Comprehensive Planning + Unlimited Support option.

Not sure? Book a complimentary 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. Ellevest only offers tax planning help in our tax focused sessions.

You have six months from your date of purchase to schedule the sessions in this package; otherwise, they will expire. Click the link in your confirmation email to schedule your first session.

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