Ellevest - Ready for a financial plan?

Text reads, “Financial planning with a personal touch.” Icons represent a person on a video call, graphs, maps, and other financial imagery.

A recent survey found that people who work with a financial planner are less anxious, sleep better, and are generally happier than people who don’t.*

A person with their hair in a bun is sitting to read their phone. A graph behind them symbolizes positive growth. Illustration.

That’s because a financial planner can give you personalized financial advice and help you make a plan to reach your goals — whether that’s organizing your budget, starting to invest, or paying down your debt. Start working with a financial planner today to begin feeling confident about your money.

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*Source: Northwestern Mutual 2022 Planning & Progress Study, https://cnb.cx/3zbHlIh.

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third-party’s products or services.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

Information was obtained from third-party sources which we believe to be reliable but are not guaranteed for accuracy or completeness.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.

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Ellevest - Ready for a financial plan?

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