Sale
Financial Foundation Package
  • Financial Foundation Package
1:1 Session | 3 sessions + unlimited email

Financial Foundation Package

  • $1,100.00 Ellevest clients*
  • $2,200.00 Non-clients

Not sure which session or package is right for you? Start with a complimentary call with an Ellevest CFP® pro.

Description

You’re finally ready to take control of your money … but you don’t know where to start. An Ellevest CFP® pro can help you build a strong financial foundation — aka the key to lasting financial security and stability.

After getting to know a bit about you and your finances, your planner will walk you through your foundation-building steps (which may include spending, saving, paying down debt, and / or retirement planning). With a year of email support, you’ll be able to ask questions as they come up — and be ready to start living the life you want.

Not sure? Start with a free 15-minute call.

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.

What to expect

  • You’ll tell us about yourself and your finances ahead of time 
  • Two 60-minute calls, one 30-minute call with the same Ellevest CFP® pro
  • A follow-up email after each call with resources and next steps
  • Help setting and planning for short- and long-term financial goals
  • 12 months of unlimited email support

How it Works

After you check out, book your session right from the confirmation page. Choose the best day and time for your schedule.

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

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

After your call, your financial planner will follow up with action steps, resources, and a link to schedule your next call.