What types of financial planning does Ellevest offer?

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 sessions: Work privately with a financial planner, either 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 workshops: Tune in for a 30- to 60-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.
• Email courses and worksheets: Prefer to work independently before digging into our live and 1:1 offerings? Sign up for our email courses or download a worksheet or two, all hand-crafted by our expert team of financial planners.

Ellevest clients get up to 50% off all 1:1 sessions and can attend workshops for free. 

Not an Ellevest client? You can still purchase financial planning and access workshops, email courses, and worksheets 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).

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.