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.
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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.

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.

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.

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.

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.

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 moneyhelp@ellevest.com 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.