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Wealth Management
Financial Planning
Our Team
Resources
Resources
Get insights and explainers from our team, or learn how we can support you through major life events.
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Financial planning for women, by women

All-women CFP® pros
Fiduciary status
Flat-fee pricing
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how it works

Comprehensive Planning Package +
Unlimited Support

Understand where you are

Do a deep dive on your financial situation and define your goals together on call one

Plan for where you want to be

Review your proposed plan and explore different what-ifs on call two, then receive your finalized plan

Get help staying on track

Check in on your progress on call three — and ask questions as they come up with unlimited email support
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Why Ellevest’s financial planning?

All-women CFP® pros

You’re guaranteed to work with a woman — and a CERTIFIED FINANCIAL PLANNER™ professional

Fiduciary status

Ellevest and all of our CFP® pros are legally and ethically obligated to act in your best interests

Flat-fee pricing

No percentage-based fees (so you know exactly what you’ll pay upfront) or investment minimums

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YOU HEARD IT HERE FIRST

“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”

Lisa W.**
**Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
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**Endorsements were given by non-clients of Ellevest, Inc. Endorsements are representative of the non-clients views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or of a similar experience or services. No compensation was provided for these endorsements.

Take the next step - with a pro by your side

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