Ellevest’s financial planners are great. Our team are CERTIFIED FINANCIAL PLANNER™ professionals who have a ton of professional experience (take a look at the creds on their bios), and they passionately want you to succeed.
Ellevest clients get an unlimited discount on all sessions.
Our financial planning team offers 1:1 sessions (or packages of sessions) and group financial planning. They’re focused on problem solving and using what’s really important to you to help you make decisions. Here are just a few examples of things they can help you do:
- Make a budget geared toward your goals
- Plan out the path to paying off your debt
- Check in on your progress toward retirement
- Map out a homebuying strategy and budget
- Think through a finance-related question that’s been on your mind
You can browse all the sessions our financial planners offer on the Ellevest Store.
Interested in learning more? Connect with one of our CERTIFIED FINANCIAL PLANNER™ professionals for a complimentary consultation at a time that works best for your schedule. We only need 15 minutes of your time to talk through some of your priorities, financial goals, and money-related questions.