Financial Planning
- What is a CDFA® pro?
- What is a tax pro?
- What is a CFP® professional?
- What types of financial planning does Ellevest offer?
- Can you help me decide which financial planning session I should buy?
- Can I work with a financial planner on an ongoing basis?
- How do I purchase a financial planning session?
- What happens after I purchase a financial planning session?
- 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?