After your purchase, you’ll have the opportunity to schedule your session from the confirmation page. If for any reason you’re unable to complete the process at that time, check your inbox for an additional email that includes a link to schedule your session.

1. You'll choose a date and time for your upcoming call.
2. You'll fill out a (typically quick) pre-session questionnaire. This will help your financial planner get up to speed on you and your financial situation so the two of you can hit the ground running from the very start of your call.
3. When it's time for your session, your financial planner will call you at the phone number you provided (or log in for your video call, if you chose that option).
4. After the call, your financial planner will follow up with action steps, any deliverables they owe you, and resources to help you implement their advice.
5.  If your purchase includes more than one session, they'll also send a link to book your next call.

Yes, your partner is welcome to join in any of our Comprehensive Planning packages. You’ll take a deep dive into your family’s finances, then build an in-depth plan to reach your individual and shared goals. 

Nope. Although an Ellevest plan includes investing in addition to financial planning, you don’t have to transfer any invested assets to us — or even open an investment account with us — in order to work with a financial planner. 

Your planner will give guidance that factors in all of your investment and / or other financial accounts, even if they’re outside of Ellevest.

No, although we do recommend becoming an Ellevest client before purchasing a financial planning session — that way, you’ll get up to 50% off all sessions.