Plan for more with Ellevest

Ellevest can help you set financial goals and plan for them all — so this can be the year you stop wondering if you’re doing the right things with your money.
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Feel confident about your financial future

Strategize for the year ahead with a financial planner by your side.

  • Quarterly calls with your CFP® to review your progress and receive actionable, real-time advice.
  • Personalized resources and easy-to-follow next steps to help you make progress between calls
  • Do a deep dive on your financial situation to help define your goals and core values.
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Have $500,000 or more to invest? Ellevest Wealth Management may be a better fit for you. Learn more

Why Ellevest?

Planning for transitions

New job, career break, salary shift, divorce, inheritance, family planning for children and parents, retirement

Dedicated relationship

Women and their families looking to build a long-term personalized financial planning relationship

Flat-fee with payment options

Flat $3,600 per year with the option to pay monthly, quarterly, semi-annually or annually

Let’s plan for more together

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Questions?
What is financial planning?

Financial planning is the process of looking at your whole financial picture — usually with the help of an expert (like an Ellevest CFP® pro) — and developing strategies to reach your long- and short-term financial goals. 

It’s a common misconception that you need to make or have a certain amount of money to qualify for financial planning. At Ellevest, we believe it can be beneficial to everyone — no matter where you’re starting from. 

What if I don't have financial goals?

That’s totally normal — and we can help you set some, or get to a place where you’re ready to. Once you have a strong financial foundation, we’ll help you define, prioritize, and plan for as many goals as you can dream up. (Plus, a goal doesn’t have to be as big as “buy a house” — it can be “save for a vacation,” or even “pay down debt.”) 

What types of financial planning does Ellevest offer?

Ellevest’s financial planners are here to help you work toward your goals in whatever format fits your schedule (and your budget) the best. Work privately with a financial planner, either on something specific — like building a budget, making a plan to pay off debt, or strategizing a long-term financial plan — or with an open-ended, ongoing relationship. They’ll get to know you and give you guidance unique to your personal financial situation.

Can you help me decide which financial planning session I should purchase?

Absolutely — you can sign up for a free 15-minute call with a financial planner. They’ll learn more about the challenges you’re facing and help you decide which of our financial planning sessions might be right for you.

Who will I be working with, and what are their certifications?

Our financial planners have years of experience helping women go after their goals, and they truly want you to succeed. They have diverse backgrounds, reflect our community, and bring a wealth of knowledge to every conversation. We think you’ll love them as much as we do.

Ellevest’s all-women team of financial planners are all CFP® professionals, or CERTIFIED FINANCIAL PLANNER™ professionals. This means they’ve met the coursework, exam, and extensive work experience requirements outlined by the Certified Financial Planner Board of Standards, Inc.