Image reads, “End summer on a high note,” with a button that says, “Do it with a financial planner.”

Check in with yourself.

Gauging where you are with your money is crucial to knowing where to go next. FYI: Our Current Monthly Spending Tracker is free for members!

Reassess or set new goals.

What progress have you made toward your current goals? Have your goals changed? Set ‘em and invest in ‘em.

Make a plan.

Or, as we like to call it, a money roadmap — and stick to it. Let your core values and budget guide your decision-making.

Explore worksheets, workshops, and 1:1 coaching sessions to help you transition into fall.

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DISCLOSURES

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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Check these 3 things off your list before fall

Check in with yourself.

Reassess or set new goals.

Make a plan.

Explore worksheets, workshops, and 1:1 coaching sessions to help you transition into fall.

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