Sale
Budgeting Session Check-in
  • Budgeting Session Check-in
1:1 Session | 1 session

Budgeting Session Check-in

  • $75.00 Executive Members
  • $105.00 Plus Members
  • $120.00 Essential Members
  • $150.00 Non-members

Your client discount will be reflected at checkout

Here’s how to apply your client discount. Not an Ellevest client? Learn more.

Description

We loved helping you create a spending plan. Congrats again on taking that step — after all, your budget is your #1 tool in hitting all your money goals. Now it’s time to build on that progress. (Plus, life changes fast, and your budget needs to keep up!)

You’ll work with the same financial planner who originally helped you build your budget to talk about what’s working or not working, reevaluate your income and expenses, and update your plan as needed so that it still aligns with your values and goals.

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 30-minute call with your original financial planner
  • Answers to any questions that came up after your original budgeting session
  • A link to list your current expenses and savings for your financial planner
  • Time to talk about what’s working or not working and your progress towards your goals
  • A revised, personalized budget, emailed to you after your call

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 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 revised budget plan and info to help you start using it.