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  • 1:1 Money Check Up

1:1 Money Check Up

In this 30-minute call, you’ll check in with a CFP® pro about a money question or two. You’ll walk away energized, with tangible next steps. 
Topics (choose 1-2):

  • How to build your emergency fund
  • 401(k) vs. IRA
  • How much to save for a (non-retirement) big money goal
  • Should you roll over a 401(k)?
  • How to prioritize money goals
  • Roth vs. traditional IRA

Question not on the list? Check out our other sessions or email us to ask if your topic can be covered in this session!

Meet the CFP® pros: Rachel SL. is Ellevest’s lead financial planner. She has an MS in financial planning + 15 years as a money coach. Rachel R. is all about financial wellness as a powerful tool for changing lives. She has 15 years of experience and a background in counseling and education. *For US Residents Only

Membership Discount: 

Ellevest Essential:$100

Ellevest Plus:$87.50

Ellevest Executive; $62.50

  • $125.00