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.

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.