Sale
  • Comprehensive Planning + Unlimited Support
1:1 Session | 3 sessions + unlimited email

Comprehensive Planning + Unlimited Support

  • $2,080.00 Ellevest clients*
  • $4,160.00 Non-clients

Not sure which session or package is right for you? Start with a free 15-minute call with an Ellevest CFP® pro.

Description

Homeownership. Kids’ education. Retirement. How do you get on track to reach all of your big, overlapping financial goals? That’s where an Ellevest CFP® pro comes in — whether you’re planning solo or with a partner.

Together, you’ll run your goals through multiple what-if scenarios, then build a detailed financial plan with strategies to reach those goals. Plus, you’ll get a check-in and a year of unlimited email support, so you can ask questions and adjust your strategy whenever life happens.

Not sure? Start with a complimentary call, or see what our financial planning clients have to say.

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

  • Three 60-minute calls with the same Ellevest CFP® pro — two to build your financial plan, one to check in 
  • A follow-up email after each call with personalized resources and next steps
  • A comprehensive, personalized financial plan, emailed to you after the second call 
  • 12 months of unlimited email support so you can ask questions as they come up 
  • 12 months of access to our financial planning tool so you can keep crunching numbers on your own time

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 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, your financial planner will call you on the phone or join your Google Meet, depending on what you chose. 

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