At Ellevest Digital or Premium, we create a personalized investment plan to help you achieve as many of your goals as possible, in your priority order, given the financial accounts you've told us about together with a realistic savings amount. The goals we believe you can achieve with these resources are shown in your investment plan, and those that are not currently achievable are greyed out. You can customize your plan by reprioritizing your goals, and changing your targets, timeline, savings and deposit amounts.
If all of your goals are greyed out in your investment plan, please reach out to the Concierge team by calling 1-844-ELL-7100 or emailing us at firstname.lastname@example.org. You should always have at least one goal that you can open today!