Ellevest’s financial planners are here to help you work toward your goals in whatever format fits your schedule (and your budget) the best.
- 1:1 financial planning: Work individually with a financial planner, either to work on something specific — like building a budget, making a plan to pay off debt, or strategizing a long-term financial plan — or with an open-ended, ongoing relationship. They’ll get to know you and give you guidance unique to your personal financial situation.
- Live events: Tune in for a 30- to 75-minute workshop hosted by a financial planner on Zoom, with topics ranging from how investing works to how to build a full financial wellness practice. They’ll leave time for live Q&A, too.
Ellevest clients get a discount on all 1:1 financial planning. If you're curious about your discount, check out this FAQ.
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.