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How it works
Start planning and investing for your important milestones in less than 5 minutes.
Share a bit about your financial situation and what you need help navigating or accomplishing.
Work 1:1 with a member of our all-women planning team on a strategy to reach your major milestones.
Our women-first algorithm recommends an investing plan for each of your financial goals.
What we offer
Here are some examples of how we can support you at different stages of life. As an Ellevest client, you’ll save 50% on all financial planning sessions — and get access to investing, tools, and resources.
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Talk through retirement account options and make a plan to start (or keep) investing.
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Build a detailed financial plan with strategies to help make the most of an inheritance.
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Meet with a Certified Divorce Financial Analyst® about your best next steps in a divorce.
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Talk through mortgage options and get guidance on how to save for a down payment.
Talk through retirement account options and make a plan to start (or keep) investing.
Build a detailed financial plan with strategies to make the most of an inheritance.
Meet with a Certified Divorce Financial Analyst® about your best next steps in a divorce.
Talk through mortgage options and get guidance on how to save for a down payment.
Why work with Ellevest?
Ellevest was built specifically to account for women’s differences at all life stages. Traditional financial companies weren't.
Typically, women place a higher value on reaching their financial goals than “beating the market.”
62% of women say they have unique investment needs that aren’t understood by other advisors.
74% of women die single —
i.e. we ultimately benefit from staying in control of our own finances.
You heard it here first
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.