Financial planning for women, by women

All-women CFP® pros

Fiduciary status

Flat-fee

Dedicated CERTIFIED FINANCIAL PLANNER®

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how it works

Comprehensive Financial Planning

Understand where you are

Do a deep dive on your financial situation to help define your goals and core values.

Plan for where you want to be

A custom financial plan helps prioritize goals and provides tactical steps for meaningful progress.

Build your wealth intentionally

Quarterly calls with your CFP® to review your progress and receive actionable, real-time advice.

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Who is Ellevest financial planning for?

Planning for transitions

New job, career break, salary shift, divorce, inheritance, family planning for children and parents, retirement

Dedicated relationship

Women and their families looking to build a long-term personalized financial planning relationship

Flat-fee with payment options

Flat $3,600 per year with the option to pay monthly, quarterly, semi-annually or annually

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CLIENT REVIEWS

“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.

Plan for your financial future with Ellevest.

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Financial planning for women, by women

Comprehensive Financial Planning

Understand where you are

Do a deep dive on your financial situation to help define your goals and core values.

Plan for where you want to be

A custom financial plan helps prioritize goals and provides tactical steps for meaningful progress.

Build your wealth intentionally

Quarterly calls with your CFP® to review your progress and receive actionable, real-time advice.

Who is Ellevest financial planning for?

CLIENT REVIEWS

Plan for your financial future with Ellevest.