Sale
Planning for More Package
  • Planning for More Package
1:1 Session | 3 sessions + unlimited email

Planning for More Package

  • $1,500.00 Ellevest clients*
  • $3,000.00 Non-clients

NEW: Ellevest clients can pay $500/month* over 3 months (no interest or fees). Log in or sign up to choose how you pay, or learn more about payment options.

Description

Doing more with your money starts with checking in on your financial foundation — aka the essential habits and practices that set you up to start planning for longer-term (and more exciting!) financial goals. That’s where an Ellevest CFP® pro comes in.

After getting to know you and your unique situation, your planner will walk you through your foundation-building steps (like building an emergency fund, paying down debt, and investing for retirement). With a year of email support, you’ll be able to ask questions as they come up — and accelerate your progress toward the financial future you want.

Not sure? Start with a complimentary call.

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

  • You’ll tell us about yourself and your finances ahead of time 
  • Two 60-minute calls, plus one 30-minute check-in with the same Ellevest CFP® pro
  • A follow-up email after each call with personalized resources and next steps
  • Help setting and planning for short- and long-term financial goals
  • 12 months of unlimited email support

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.

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