• Phone Call Add-on: Unlimited Access to a CFP® Pro
1:1 Session | 30 min

Phone Call Add-on: Unlimited Access to a CFP® Pro

  • $200.00

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


Your Unlimited Access to a CFP® Pro package comes with up to four phone calls and unlimited email support over the course of one year with a dedicated financial planner. But if you’ve got great momentum and want to add more phone calls before your year is up, you can totally do that too. (We love talking to you!)

Click the dropdown to add one or two extra calls to your Unlimited package and keep that ball rolling. You can come back to this page and add as many calls as you need, as you need them, throughout your 12 months of Unlimited service.

To purchase a 1:1 session or group workshop, you must be located in the United States, not including territories.  Ellevest cannot provide tax or legal advice.

Go ahead, invest in yourself!

What to expect

  • Another one or two 30-minute call with your current CFP® pro
  • More time to ask questions and get help making progress on your goals
  • A follow-up email after each call with personalized resources and next steps

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.

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

After your call, your coach will follow up with action steps, resources, and a link to schedule your next call (if you purchased two).