Ellevest clients can browse and purchase 1:1 financial planning sessions by doing the following:
1. Log in to your Ellevest account.
2. If you’re on our desktop or mobile website, navigate to Financial Planning > 1:1 Sessions. If you’re in the app, navigate to Learn > Planning. From there, choose the session or package you’d like to purchase.
Not an Ellevest client? You can still purchase financial planning without a discount — though we do recommend signing up first to get 50% off all sessions and packages (plus access to automated investing and other exclusive benefits).
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