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

Yes! If you start with a single session and would like to be matched with the same financial planner 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 financial planning packages are designed to help you build an ongoing relationship with your financial planner. There are two options for working with them on an ongoing basis.

• Financial Foundation Package + Unlimited Support: For clients who are looking for ongoing support with your day-to-day money management, you’ll get two 60-minute phone calls and one year of unlimited emails with a dedicated CFP Pro, plus a comprehensive, personalized plan to help you build a strong financial foundation.
• Full Financial Planning Package + Unlimited Support: For clients looking for guidance on how to manage multiple overlapping goals, over 12 months you’ll get three 60-minute video calls, unlimited emails with a dedicated CFP® pro, and access to your financial planning portal, plus a comprehensive, personalized financial plan.
• Financial Plan Refresh Package + Unlimited Support: For clients who need some help updating their financial plan due to changing circumstances, you’ll get two 60-minute video calls, unlimited emails with a dedicated CFP® pro, and access to your financial planning portal, plus a fully updated financial plan.
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We also offer shorter, more targeted financial planning experiences that include multiple sessions — things like the Full Financial Planning Package. You’ll work with the same financial planner throughout the duration of any multi-session experience.

PS: While you can’t currently choose your financial planner, all of our financial planners 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.