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. 

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.”) 

Ellevest’s financial planners are here to help you work toward your goals in whatever format fits your schedule (and your budget) the best.
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1:1 sessions: 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.

‍Live workshops: Tune in for a 45- to 60-minute workshop hosted by a financial planner on Zoom, with topics ranging from how investing works to how to build a full financial wellness practice. They’ll leave time for live Q&A, too.

Ellevest clients get up to 50% off all 1:1 sessions and can attend workshops for free.

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.

(Wondering about becoming an Ellevest client? Start with the chatbox widget on this page.)

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. 

‍Learn more about each of our financial planners.

Nope. Although an Ellevest plan includes investing in addition to financial planning, you don’t have to transfer any invested assets to us — or even open an investment account with us — in order to work with a financial planner. 

Your planner will give guidance that factors in all of your investment and / or other financial accounts, even if they’re outside of Ellevest. 

No, although we do recommend becoming an Ellevest client before purchasing a financial planning session — that way, you’ll get up to 50% off all sessions. 

We help women build their wealth and reach their financial goals with our digital plan (which includes access to our gender-aware, automated investing platform, our all-women team of financial planners, and tools and resources), as well as Private Wealth Management for high and ultra high net worth individuals and institutions.

When you sign up for a digital plan, we’ll build a personalized investment portfolio for each of your goals. We can help you invest toward buying a home, for example, or roll over a 401(k) to invest for retirement. 

We also offer discounted 1:1 sessions with a financial planner (all CFP® professionals, or CERTIFIED FINANCIAL PLANNER™ professionals) on various topics — how to budget, checklists for a first time homebuyer, retirement plans … it’s up to you.