Can I work with a coach on an ongoing basis?

Yes! If you start with a single session and would like to be matched with the same coach in the future, feel free to reach out to us at moneyhelp@ellevest.com to confirm their availability and we’ll follow up with next steps to keep the momentum going!

Ellevest’s multi-session coaching packages are designed to help you build an ongoing relationship with your coach. There are two options for working with them on an ongoing basis.

• Unlimited Access to a CFP® Pro: Over the course of 12 months, you’ll get up to four phone calls and unlimited emails with a dedicated CFP® pro so you can ask questions and get financial help when you need it.
• Full Financial Planning + Unlimited Access to a CFP® Pro: Over the course of 12 months, you’ll get up to five phone calls and unlimited emails with a dedicated CFP® pro in addition to a comprehensive, personalized financial plan.

We also offer shorter, more targeted coaching experiences that include multiple sessions — things like the Full Financial Planning Package or Retirement Checkup. You’ll work with the same coach throughout the duration of any multi-session experiences.

PS: While you can’t currently choose your coach, all of our coaches are trained, vetted, experienced, and (if we do say so ourselves) excellent at their jobs.