Unlimited Access to a CFP® Pro
Unlimited personal guidance on your money goals from a dedicated CERTIFIED FINANCIAL PLANNER™️ professional. With this 1:1 service, you get up to four phone calls and unlimited email support over the course of one year from a trained financial planner to examine your money situation, uncover your biggest pain points, prioritize your goals, and work together on a realistic strategy for managing your money over the course of the next year. They can also be your partner in adjusting that strategy to life as it happens, with specific action steps and advice along the way.
If you’d like to start things off with a full, detailed financial plan — one that runs all your future goals through multiple what-if scenarios to fit them together like a puzzle — check out our 1:1 Full Financial Planning package, too.
Note: This session is designed for United States residents only. Ellevest cannot provide tax or legal advice.
Go ahead, invest in yourself: Ellevest Executive members: $497.50, Plus members: $696.50, Essential members: $796, Non-members: $995