• Money Checkup

Money Checkup

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

Question not on the list? Check out our other sessions or email us to ask if your topic can be covered in this session!

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

  • $190.00