Annual Renewal: Unlimited Access to a CFP® Pro

Congrats on all the hard work you put in this past year with your financial planner! The strategizing, the budgeting, the diligence. No, really — take a moment to celebrate this win (we’re doing a little dance over here for you, too).

With all this momentum, we’d love to see you keep going — now’s the time to renew your access (and save!). You’ll get another year of unlimited email support and two 50-minute phone calls with the same CFP® pro you’ve worked with so far. That way, you can keep working together on your money 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 session is designed for people who are nearing the end of their current Unlimited Access to a CFP® Pro package and want to renew for another 12 months.

Think you’ll want more than two phone calls a year? You can add more on — ask your financial planner for details.

This session is designed for US residents only. Ellevest cannot provide business, tax, or legal advice.

You have twelve months from your date of purchase to schedule the sessions in this package; otherwise, they will expire.