What’s an Ellevest CERTIFIED FINANCIAL PLANNER™ session, and when can I use it?

Available only through our Ellevest Premium service, an Ellevest CERTIFIED FINANCIAL PLANNER™️ session is a helpful way for you to get personalized guidance for different money goals. During this 30-minute call, our CFPs® can help you think through the financial considerations involved with buying or remodeling a home, growing your family, saving for retirement, managing your money through life and career transitions, and more. Sign up for a session whenever the mood — or question — strikes!

 

Here’s how it works:

When you want to talk to a CERTIFIED FINANCIAL PLANNER™️, go to the My Ellevest Team page of your Ellevest account to book a session. You will receive a confirmation email from Ellevest with a link to a short pre-call form that you’ll need to fill out at least 24 hours prior to your call. This way, you and the CERTIFIED FINANCIAL PLANNER™️ can use your session to talk about specific money goal questions.

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