Sale
  • Retirement Checkup
1:1 Session | 2 sessions

Retirement Checkup

  • $274.50 Executive Members
  • $384.30 Plus Members
  • $439.20 Essential Members
  • $549.00 Non-members
  • $0.00

Your membership discount will be reflected at checkout

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

Description

Everybody’s dream retirement looks a little bit different — and so does the path to making it happen. Do you have a good handle on yours?

An Ellevest money coach can help you explore your vision for how you want to retire. They can go over your retirement account options, then help you make a plan to invest for your goals — and catch up if you need to. And they can help you understand where investing for retirement might fit alongside other money goals.

What to expect

  • You’ll tell us about yourself ahead of time so you can get the most out of every session
  • Two 30-minute calls with the same Ellevest money coach
  • That includes one to get to know your goals, and one to go over your coach’s guidance
  • Help leveraging your Ellevest retirement goal, if you have one
  • A one-page summary of your advice and next steps, emailed to you after the call

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 coach will use it to prep for your call so the two of you can hit the ground running.

When it’s time, your coach will call you on the phone.

After your call, your coach will follow up with a one-page summary of your recommendations, action steps, and info to help you use them.