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Financial Planning

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  • 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?
Frequently Asked Questions | Ellevest