Sale
Financial Plan Renewal
  • Financial Plan Renewal
1:1 Session | 2 sessions

Financial Plan Renewal

  • $1,000.00

Your client discount will be reflected at checkout

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

Description

Congrats on all the hard work you put into your Full Financial Planning Package! You’re that much closer to reaching your financial goals, so take a moment to celebrate this win. 

That said, we know that things happen, and a lot can change in a short amount of time — from your job to your living situation to your family plans. Whatever’s changed in your life, let’s make sure that your financial plan is still working for you. You’ll get two 50-minute phone calls and unlimited email access to your financial planner for a year — so you can make updates to your plan, ask questions, and get support wherever you need it.

To purchase a 1:1 session or group workshop, you must be located in the United States, not including territories.

What to expect

  • Work with the same CFP® pro (if possible) who completed your Full Financial Planning Package, who knows you and your finances — to keep working toward your ever-changing financial goals
  • Two 50-minute phone calls to be scheduled whenever you prefer within the year
  • A follow-up email after each call with personalized resources and next steps
  • An updated financial plan, delivered to you via email 
  • Unlimited email support so you can ask questions and get support as you need it

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 quick pre-session questionnaire. 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 for a call, your financial planner will call you on the phone. You can also email them anytime.

After your call, they will follow up with action steps, resources, and a link to schedule your next call.