In this 30-minute 1:1 call, you’ll check in with a CFP® pro about a money question or two. You’ll walk away energized, with tangible next steps.
Topics (choose 1-2):
- How to build your emergency fund
- 401(k) vs. IRA
- How much to save for a (non-retirement) big money goal
- Should you roll over a 401(k)?
- How to prioritize money goals
- Roth vs. traditional IRA
Note: This session is designed for US residents only. Ellevest cannot provide tax or legal advice.
Go ahead, invest in yourself: Ellevest Executive members: $95, Plus members: $133, Essential members: $152, Non-members: $190