Homeownership. Kids’ education. Retirement. How do you and your partner get on track to reach all of your big, overlapping financial goals? The answer: An Ellevest CFP® pro can help you plan for your financial future together.
Across two sessions, we’ll run your goals through multiple what-if scenarios, then build a detailed financial plan with strategies to reach those goals. Afterwards, you’ll get a check-in and a year of unlimited email support — so you can enjoy the honeymoon phase sans financial stress.
To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.