Unlimited Support from Your CFP® Pro

Congrats on all the hard work you put in this past year with your financial planner! With all this momentum, we’d love to see you keep going — now’s the time to renew your access. 

You’ll get another year of unlimited email support and two 30-minute phone calls with the same CFP® pro you’ve worked with so far. That way, you can keep working together on your financial goals without missing a beat — adjusting that strategy to life as it happens, with specific action steps and advice along the way.

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

This package is great for clients who want to continue their relationship with their CFP® pro without updating their financial plan. 

If you do want to update your financial plan, check out Financial Plan Refresh + Unlimited Support Package.

If you just want an additional check-in with your CFP® pro, check out 60 Minutes with Your CFP® Pro.

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 6 months from the purchase date of your financial planning package with unlimited support to schedule your initial session. You have 12 months from the purchase date to schedule and use all remaining sessions in your financial planning package, and unlimited access to email support; otherwise, they will expire. Click the link right from the confirmation page to schedule your first session.

*Discount varies by client type. Here’s how to apply your client discount. Not an Ellevest client? Learn more.