Financial confidence starts with a plan

Research shows individuals with a financial plan have nearly 3x the net worth of those who don’t.

Our financial planners have helped thousands of women feel good about money

Focusing on professional growth

“Being able to talk through my professional goals with someone who's fully focused on my long-term success has been absolutely transformative.

Elaine w.

Meeting with an expert

“I cannot even put into words how happy I am with hiring a CFP® pro from @Ellevest. Wow.”

Taylor T.

Getting everyday tips

“I love the tips that Ellevest sends out, the resources it provides, and the overall platform is super easy to use! I’ve already recommended it to friends!”

McQue W.

Learning to budget

“The budget workshop has been very helpful! So many tangible (but not overwhelming) steps!”

Colleen S.

Navigating unexpected changes

“In just a couple of calls, [my financial planner] grasped the dynamics of my life stage and helped me adjust to an unexpected layoff.”


Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.

meet the team

Financial planning for women, by women

meet the team

Financial planning for women, by women

Get access to financial guidance from our all-women team of certified financial planners. Our team has decades of experience helping thousands of women navigate their finances.

Ellevest supports our clients every step of the way

Start building wealth

Become a client and we'll create a personalized investing plan based on your goals.

Work with an expert

Meet 1:1 with a financial planner to create a comprehensive, holistic view of your finances.

Access tools and resources

Learn more to tackle your finances on your own time with workshops and worksheets created by our experts.


Join thousands of women working toward their goals with an expert by their side.

Become a client

Your money questions, answered

What is financial planning?

Financial planning is creating a strategy to reach your short and long term money goals. But if you’ve ever wished that someone could help you, so it wouldn’t seem so stressful, confusing, or overwhelming … then you’re in the right place. A financial planner can help you with your money, give you guidance, and cheer you on.

The women on Ellevest’s team of CFP® professionals are highly trained to figure out how to fit all the different pieces of your financial puzzle together, then make a plan to hit your money goals.

Read: What Should You Ask a Financial Planner?
What’s a financial planner vs financial advisor?

Terms that sound so similar — financial advisor, financial planner, wealth manager — are oftentimes used interchangeably, but there is an important distinction.

A CFP® professional, or CERTIFIED FINANCIAL PLANNER™ professional can help you with things like budgeting, debt pay down, retirement planning, and more. They’ve met the coursework, exam, and extensive work experience requirements outlined by the Certified Financial Planner Board of Standards, Inc.

If you’re looking for wealth management, with services like portfolio rebalancing, tax optimization, philanthropic planning, and more, you’re looking for a financial advisor. Wealth advisors can be certified by a number of different organizations and bodies, depending on their personal specialties. One example is a Chartered Financial Analyst®, or CFA® (the organization that offers this certification is called the CFA Institute), which requires more specific education and exams around investing and asset management.

Read: What Is Wealth Management?
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.

Read: Meet Ellevest’s Financial Planners
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 1:1 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.

Join live workshops for a 45- to 60-minute Zoom call hosted by a financial planner 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.

Looking for something to do on your own time? We offer tons of worksheets that help you bring financial planning into your everyday life.

Can you help me decide which financial planning session is right for me?

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.

Can I work with a financial planner on an ongoing basis?

Yes! If you start with a single session and would like to be matched with the same financial planner in the future, feel free to reach out to us at to confirm their availability and we’ll follow up with next steps to keep the momentum going!

Ellevest also offers multi-session financial planning packages, which are designed to help you build an ongoing relationship with your financial planner.

Read: 15 Questions to Ask Your Financial Advisor (and Other Money Pros) Every Year