Sale
Budgeting and Debt Planning Session
  • Budgeting and Debt Planning Session
1:1 Session | 1 session

Budgeting and Debt Planning Session

  • $400.00 Ellevest clients*
  • $800.00 Non-clients

*Discount varies by client type. Here’s how to apply your client discount. Not an Ellevest client? Learn more.

Description

Want to take control of your spending and pay down debt, but not sure where to start? This 1:1 session with a financial planner can help you do both. You'll start with a deep dive into your daily expenses and budgeting challenges so that you can create a full spending plan together — including how much you can pay toward debt. Then we'll take a closer look at all your debts and help you make a strategic plan to pay them off. (This is the kind of multitasking we can really get behind.)

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

  • A link to list your debts and expenses prior to your call
  • A 50-minute call with an Ellevest financial planner
  • Help balancing bills, debt, day-to-day spending, and more
  • A one-page personalized budget plan, including how much to pay toward debt
  • A one-page personalized debt plan, including a paydown calendar

How it Works

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

Fill out a pre-session questionnaire at least 48 hours prior to your scheduled call. 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, they will follow up with your budget and debt paydown plans, plus resources to help you use them.