Welcome, Investor Family & Friends!

How much should you save for emergencies? How do you tackle a big money goal? Wait, what’s the difference between a 401(k) and an IRA, again? Money questions can be overwhelming — which is exactly what Ellevest money coaches are here for.

Check in with a coach on one or two topics from this list: how to build your emergency fund, a 401(k) vs an IRA, Roth vs traditional retirement accounts, how much to save for a (non-retirement) big money goal, whether you should roll over a 401(k), or how to prioritize money goals.

You’ll tell us about yourself ahead of time so you can get the most out of your session

A 30-minute call with an Ellevest CFP® pro (aka financial planner)

Your choice of one or two topics on the call

A follow-up email with personalized resources and next steps

Take a deep breath, then take a deep dive into your daily expenses with a financial planner. (No really, it’s going to be great.) You’ll work together to create a full, personalized spending plan for paying your bills, spending, saving, investing, and non-monthly expenses. Aka everything.

You’ll tell us about yourself ahead of time so you can get the most out of your session

A 30-minute call with an Ellevest money coach

Help finding creative solutions to budgeting challenges

A one-page personalized budget, emailed to you after your call

Want to take control of your spending and pay down debt, but not sure where to start? This 1:1 session with a money coach can help you do both. You'll start with a deep dive into your daily expenses and budgeting challenges so that you can create a full spending plan together — including how much you can pay toward debt. Then we'll take a closer look at all your debts and help you make a strategic plan to pay them off. (This is the kind of multitasking we can really get behind.)

You'll tell us about yourself ahead of time so you can get the most out of your session

A 50-minute call with an Ellevest money coach

Help balancing bills, debt, day-to-day spending, and more

A one-page personalized budget plan, including how much to pay toward debt

A one-page personalized debt plan, including a paydown calendar

Everybody’s dream retirement looks a little bit different — and so does the path to making it happen. Do you have a good handle on yours?

An Ellevest money coach can help you explore your vision for how you want to retire. They can go over your retirement account options, then help you make a plan to invest for your goals — and catch up if you need to. And they can help you understand where investing for retirement might fit alongside other money goals.

Note: We strongly recommend that you’re an Ellevest Plus or Executive level member when purchasing this session since we use the Ellevest Retirement goal as our retirement calculator. If you're an Essentials member or non-member, we can still hold the sessions but you won’t have access to the results of the calculator after we complete your sessions.

You’ll tell us about yourself ahead of time so you can get the most out of every session

Two 30-minute calls with the same Ellevest money coach

That includes one to get to know your goals, and one to go over your coach’s guidance

Help leveraging your Ellevest retirement goal for Plus and Executive members

A one-page summary of your advice and next steps, emailed to you after the call

Dreaming about your new house is the fun part (built-ins, right?). But figuring out how to buy a house, especially if it’s your first time — not so much. Good news: An Ellevest money coach can guide you through the process of becoming a homeowner, be it three months or three years from now.

You know what? Scratch that about dreaming — getting those keys in your hands is the fun part. Let’s move Future You into your new neighborhood.

You’ll tell us about yourself ahead of time so you can get the most out of every session

One 30-minute call with an Ellevest money coach

How to save for a down payment, and help understanding your credit situation

Guidance on the world of mortgages and preparing for a closing

Help if you’re deciding whether to buy in a high-cost city

A follow-up email with personalized resources and next steps

You’ve got dreams — big dreams. Overlapping dreams. Dreams that all, somehow, have to fit together like a puzzle someday. Retirement. Homeownership. Moving across the country. A career change. Funding someone’s education. Leaving a legacy behind for the next generation. And so on. What should you do today to help make that future a reality?

That’s where a full financial plan comes in handy — and an Ellevest CFP® Professional can help you build one. They’ll get to know your goals and finances, run them through multiple what-if scenarios (what if you spend 10% more or 10% less? what if you buy a second home someday, or not? what if you take a career break?), and then help you settle on a financial plan you can use today to help build the life you want.

You’ll tell us about yourself and your finances ahead of time to get the most out of the session

Two 60-minute calls with the same Ellevest CFP® pro

That includes one call to get to know you, and one to explain your plan

Your financial goals run through multiple what-if scenarios 

A comprehensive, personalized financial plan, emailed to you at the end

Unlimited personal guidance on your money goals from a dedicated CERTIFIED FINANCIAL PLANNER™️ professional. Over the course of your 12 months together, a trained financial planner can help examine your money situation, uncover your biggest pain points, prioritize your goals, and work together on a realistic strategy for managing your money over the course of the next year. They can also be your partner in adjusting that strategy to life as it happens, with specific action steps and advice along the way.

You’ll tell us about yourself ahead of time so you can get the most out of every session

Help managing your money over the course of 12 months with a CFP® pro

Quarterly 30- to 45-minute phone calls 

A follow-up email after each call with personalized resources and next steps

Unlimited email support so you ask questions and can get support as you need it