Retire Your Way
Less rocking chair, more rock star
Start planning for a retirement you’ll love.
We look at your earnings power, age, education level, and gender – combined with your retirement dreams – to create a plan that fits your real life.
A “goal-based” investment strategy, which has historically done better during tougher times MORE
A plan that can reflect all your retirement accounts, not just the ones with Ellevest
The ability to adjust your deposits, timeline, or goal number any time
If you’re off track, we let you know – and recommend ways to get back on track
See a Few Examples
Tip to Prioritize
Student loans exist, but there’s no such thing as a retirement loan. Dial back on retirement if you’re saving for kids ... but don’t stop entirely.
401(k) at work
Roth IRA (for tax-free withdrawals when she retires)
to our Concierge Team by phone or email whenever questions come up.
As a fiduciary, your interests come first. We’ll tell you whether moving to Ellevest is the right choice. (No kidding.)
1:1 retirement help from a CERTIFIED FINANCIAL PLANNER™Professional with Ellevest Premium.