• 1:1 Unlimited Access to a CFP® Pro

1:1 Unlimited Access to a CFP® Pro

  • $675.00

Membership Discount: Ellevest Essential: $540, Ellevest Plus: $472.50, Ellevest Executive: $337.50

Unlimited personal guidance on your money goals from a dedicated CERTIFIED FINANCIAL PLANNER™️ . With this service, you get quarterly phone calls and unlimited email support for one year from a trained financial planner to examine your money situation, uncover your biggest pain points, prioritize your goals, and work together on a detailed, realistic plan that fits your life. *US residents only.

Meet the CFP® pros: Rachel S. 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 tool for changing lives. She has 15 years of experience and a background in counseling and education.