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 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.