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’re planning solo or with a partner.

Together, you’ll run your goals through multiple what-if scenarios, then build a detailed financial plan with 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 complimentary 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 individuals, couples, or families who need a comprehensive financial plan.

Need a financial plan that factors in your taxes? Check out our Comprehensive Planning Package + Tax Strategy. 

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

Not sure? Explore all of our Comprehensive Planning packages, or book a complimentary call to see which option 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 6 months from the purchase date of your financial planning package with unlimited support to schedule your initial session. You have 12 months from the purchase date to schedule and use all remaining sessions in your financial planning package, and unlimited access to email support; otherwise, they will expire. Click the link right from the confirmation page to schedule your first session.

*Ellevest client discount (and therefore monthly payment amount) varies by client type. Not an Ellevest client? Learn more.