Retirement Planning Session

Retirement may be your most distant financial goal, but it’s also your most expensive — so it’s best to get the ball rolling as early as possible. At Ellevest, we believe a retirement plan should be the foundation for all your other goal planning. 

In this session, you and an Ellevest financial planner will tackle the basics together: You’ll go over your retirement account options, then make a plan to start or keep investing (and catch up if you need to). 

You’ll need to come with: 

• An estimate of your monthly expenses 
• Your estimated retirement contributions and savings so far, including existing 401(k)s and IRAs
• An idea of the lifestyle you might want and expenses you might have in retirement 

Note: An Ellevest account is required to attend this session, since we use the Ellevest Retirement goal as our retirement calculator. This session is also designed for people planning to retire more than five years from now. Check out our Comprehensive Planning Package + Unlimited Support to plan for you and a partner.

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.

This session covers the basics of retirement planning for people looking to retire in more than five years. If you expect to retire with a partner, have complex retirement income streams, or need help planning for retirement alongside other big financial goals, check out our Comprehensive Planning Package + Unlimited Support. 

Not sure? Book a complimentary call to see which financial planning session is right for you.

This session is designed for US residents only. Ellevest cannot provide business, tax, or legal advice. Ellevest only offers tax planning help in our tax focused sessions.

You have six months from your date of purchase to schedule your session; otherwise, it will expire.