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Budgeting, Debt, & Spending

Get help budgeting, find strategies to deal with debt, or learn how to spend smarter.
Ellevest
Budgeting Session
1:1 Session
Budgeting Session
One-Number Budget Template
Worksheet
One-Number Budget Template
Budgeting and Debt Planning Session
1:1 Session
Budgeting and Debt Planning Session
How to Pay Off Debt
Workshop
How to Pay Off Debt
Debt Payoff Planner
Worksheet
Debt Payoff Planner
Comprehensive Planning Package
1:1 Session
Comprehensive Planning Package
50/30/20 Rule Budget Template
Worksheet
50/30/20 Rule Budget Template
Calculator to Help Budget for Inconsistent Income
Worksheet
Calculator to Help Budget for Inconsistent Income
30 Minutes with a CFP® Pro
1:1 Session
30 Minutes with a CFP® Pro
60 Minutes with a CFP® Pro
1:1 Session
60 Minutes with a CFP® Pro
Financial Foundation Package
1:1 Session
Financial Foundation Package

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DISCLAIMER

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results. Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

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