How do I apply my financial planning discount?

If you’re an Ellevest client, your discount will be applied automatically at checkout when you make a financial planning purchase. Just follow these steps: 

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. 

4. You’ll see your client discount applied automatically at checkout.

Note: Ellevest clients have the option to pay for packages over 3 months (currently on our website only, not in the app). Your discount will still apply if you choose monthly payments. 

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).