Homeownership. Retirement. A no-regrets, life-changing trip. But how do you turn those big dreams into a reality?
That’s where an Ellevest CFP® Professional comes in. You’ll start things off with a full, detailed financial plan — one that runs all your future goals through multiple what-if scenarios (these things tend to fit together like a puzzle). You’ll examine your money situation, locate your pain points, and work together on a realistic financial strategy.
Then, over the course of the next 12 months, you’ll have unlimited access to the same financial planner who can also be your partner in adjusting your strategy whenever life happens. (Hello, income property / career break / sweet raise!)
Most importantly, you’ll walk away referring to those “big dreams” of yours as just “my plans.”
Not sure? Book a free 15-minute call to see which financial planning session is right for you.
To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.