Sale
  • Comprehensive Planning Package + Tax Strategy
1:1 Session | 4 sessions + unlimited email

Comprehensive Planning Package + Tax Strategy

  • $2,294.50 Ellevest clients*
  • $4,589.00 Non-clients

Not sure which session or package is right for you? Start with a free 15-minute call with an Ellevest CFP® pro.

Description

Everything included in our Comprehensive Planning Package + Unlimited Support — plus tax strategy. You’ll work with a CFP® pro andtax pro from Ellevest’s all-women team to build a financial plan that factors in your taxes. 

When your CFP® pro delivers your initial plan, she’ll include follow-up items for your next session with your tax pro — who will help you tackle those items and answer any questions you may have. You’ll walk away with an updated plan and a newfound confidence in all aspects of your financial picture.

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

  • Three 60-minute calls with an Ellevest CFP® pro, one 30-minute call with an Ellevest tax pro — to build your plan, talk taxes, and check in
  • A follow-up email after each call with personalized resources and next steps
  • A comprehensive, personalized financial plan (including tax strategy), delivered via email
  • 12 months of email access to your CFP® pro, so you can ask questions as they come up 
  • 12 months of access to our financial planning tool, so you can keep crunching numbers on your own time

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 professionals will use it to prep for your call so the two of you can hit the ground running.

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

After your call, your financial professional will follow up with action steps, resources, and info to help you use them.