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  1. Frequently Asked Questions | Ellevest
  2. Financial Planning

Financial Planning

Financial planning at Ellevest.

Financial Planning

  • What is a CDFA® pro?
  • What is a tax pro?
  • What is a CFP® professional?
  • How do I schedule my 1:1 financial planning session?
  • Can I reschedule my 1:1 session?
  • What is your cancellation/refund policy for purchased 1:1 sessions?
Frequently Asked Questions | Ellevest