Can I work with a financial planner on an ongoing basis?

Yes! Ellevest’s annual financial planning packages are designed to help you build an ongoing relationship with your financial planner (aka CFP® pro). Our most popular packages are: 

Planning for More Package: For clients looking for support with their day-to-day money management. Over 12 months, you’ll get three calls (two 60-minute, one 30-minute) and unlimited emails with a dedicated CFP® pro to help you build a strong financial foundation.

Comprehensive Planning + Unlimited Support: For clients (and their partners, if applicable!) looking for guidance with multiple overlapping goals. Over 12 months, you’ll get three calls (two 60-minute, one 30-minute) and unlimited emails with a dedicated CFP® pro; access to our financial planning software; and a comprehensive, personalized financial plan. You can also add on tax strategy. 

Once you’ve completed an annual package, you have two options for extending your support: 

Comprehensive Plan Refresh Package + Unlimited Support: For clients who need to update their financial plan due to changing circumstances. Over another 12 months, you’ll get two 60-minute calls and unlimited emails with your dedicated CFP® pro; access to our financial planning software; and an updated financial plan. 

Unlimited Support from Your CFP® Pro: For clients who don’t need to update their financial plan, but want the option to keep checking in and asking questions. You’ll get another 12 months of unlimited emails with your dedicated CFP® pro.  

Interested in learning more? Book a complimentary consultation with one of our CFP® pros at a time that works for your schedule. You’ll spend 15 minutes talking through your unique financial situation, then getting a personalized recommendation for a financial planning package.

Note: If you start with a single financial planning session and would like to be matched with the same CFP® pro 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!