• Unlimited Support from Your CFP® Pro
1:1 Session | 2 sessions + unlimited email

Unlimited Support from Your CFP® Pro

  • $1,250.00 Ellevest clients*
  • $2,500.00 Non-clients

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


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.

What to expect

  • 12 more months with the same CFP® pro, to keep you on track to your financial goals 
  • Two open-ended 30-minute phone calls to be scheduled anytime within the year
  • A follow-up email after each call with personalized resources and next steps
  • Unlimited email support so you can ask questions as they come up

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

When it’s time for a call, your financial planner will call you on the phone. You can also email them anytime.

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