1:1 Money Check Up
Membership Discount: Ellevest Essential: $120, Ellevest Plus: $105, Ellevest Executive: $75
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
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.