What The Elle - 🪩 “Am I leaving money on the table?”

Plus, a little post-holiday gift to help you plan for 2024. ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Ellevest
What the Elle logo
 

2024 INTENTIONS

Don’t just manifest your best life. Plan for it.

3,048. That’s the number of complimentary calls we’ve had with women like you in 2023. (Were you one of them? Go you!)

So during a week that’s big for recharging, and even bigger for money resolutions, we can’t stop thinking about the most common questions you asked us this year. Things like, “Am I leaving money on the table?” Or, “What should I be doing with my money right now?” And, “How do I get myself to a more comfortable financial place?”

Because here’s the thing: 90% of women manage their money on their own at some point in their lives. And we believe you should feel good about your money and confident about what you’re doing with it.

That’s why we built Ellevest. We help people like you take your money goals off the resolutions list and into the real world. Look, New Year’s resolutions aren’t inherently bad — but as a society, we tend to put too much stock in them. They can feel all-or-nothing, something associated with either success or failure. We need something in between. Something flexible. Something that supports our growth instead of defining it. Something more like a plan. (Fun fact: Research shows that people with a financial plan have 3x the net worth of those who don't.)

The resources below are meant to help you not only set money intentions, but also make a plan to start them.

So cue the paper horns, the confetti, the delicious cheese plate! (A Norwegian blue cheese will be involved, yes?)

We’ll see you and more of your money questions (er, goals) next year!

The Ellevest Team

PS: Get to know our financial planners, then see for yourself how they can support you every step of the way. Book a 1:1 call here.

 
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INVEST IN YOURSELF

You deserve to plan for more in 2024

To help you get started, we’ll gift you one month of Ellevest for free and deposit $24 into your investment account with code GOBIG at checkout.*

Make it happen >
 

🗓️ Your January plans

  • All About the Benefits of Ellevest: Get familiar with how Ellevest can help you feel good about your money in this 30-minute live sesh. ☀️
    JANUARY 3 @ 12 PM ET: Join us for free
  • Planning for Your Dream Retirement: Take your retirement dreams off the vision board and create an actionable plan. 💭️
    JANUARY 9 @ 6 PM ET: Sign up
  • How to Pay Off Debt: Having debt is really common. Join our 45-minute online workshop to plan to eliminate it. 🏝️️
    JANUARY 11 @ 1 PM ET: Sign up
  • Budget How-To: Let’s build the #1 tool you’ll use for everything else you want to do with your money. 💸️
    JANUARY 17 @ 5 PM ET: Book your spot
  • NEW! How to Prep Your Money for 2024: A live, virtual workshop to help set yourself up for success with your finances in 2024. ☕️
    JANUARY 18 @ 12:30 PM ET: Join us for free
  • Investing, Part 1: How It All Works: We’ll unpack concepts like diversification, compounding, and more in this introductory workshop. 💿️
    JANUARY 24 @ 12 PM ET: Sign up
 
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Links to fuel your money goals next year

  • Bye, bad money habits. Pick up some new (low-lift) money habits to practice weekly, monthly, quarterly, and all year long.
  • This might surprise you, but today all investors are “gender-lens investors,” even if they’ve never heard the phrase. (Most investors are investing mostly in men.) What is gender-lens investing? Is that really a thing? And … does it really matter? Read more here.
  • "I had my fairytale moment recently when a special job opportunity fell into my lap that comes with a 50% raise and fully covered benefits — still in shock!" We love this money/career win from Ellevest community member Rachel. Do you have a recent win you’d like to share? We want to hear about it here.
  • The most popular resolutions this time of year: Improve fitness and improve finances. Read why we believe there’s no wellness without financial wellness

Get a better understanding of your financial picture.

Join Ellevest

This week’s newsletter was brought to you thinking about how the happiest age is not what we think it is. Forward it to your friends in the group chat who love charts.

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DISCLOSURES
 
*The “GOBIG” Promotional offer is for those who 1) sign up for an Ellevest plan on or before 11:59 PM EST on 1/31/2024 (the “Promotional Period), 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account, and 3) are a client at the time the $24 is applied to your account. This Promotional Offer cannot be applied to an existing Ellevest plan, and is only available to the first 500 eligible new Ellevest digital clients who redeem it before the Promotional Period ends.
This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Clients who enroll with promo code “GOBIG” before the end of the Promotional Period will pay no Ellevest plan fee for the first month of their plan period, starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Ellevest plan will be applied and other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Plan Terms and Conditions Agreement will apply.
Digital clients who enroll with promo code “GOBIG” and make an initial deposit of $1 or more to a non-retirement investment account within the Promotional Period will receive a promotional amount of $24 added to their Ellevest investment account. Ellevest’s processing time for depositing the $24 promotional amount into a client’s Ellevest account may be up to 90 days after the Promotional Period ends. Ellevest reserves the right to refuse to award you the Promotional offer if it determines, in our sole discretion, that the promotion was claimed under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Plan Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.
© 2023 Ellevest, Inc. All Rights Reserved.
All opinions and views expressed by Ellevest are current as of the date of this writing, are for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.
Information was obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.
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.
The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.
Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.
Ellevest, Inc. is a SEC registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.
 
 
 

Older messages

🎀 A reminder to gift yourself first

Wednesday, December 20, 2023

(This one goes out to the one worth spoiling with financial savvy. Aka you.) ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

🍋 Low-lift money habits to pick up

Wednesday, December 6, 2023

Plus, get to know Ellevest's CIO, the anti-freaker-outer managing your investments ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

🧶 How to untangle overspending

Tuesday, November 28, 2023

Plus: What to do with a holiday bonus (if you get one). ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

🥧 5 Things We’re Thankful For

Tuesday, November 21, 2023

Plus how to navigate tricky convos and the big power of a small win. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

🍽️ Move money stress off your plate

Friday, November 17, 2023

… with a thoughtful year-end checklist, financial planning for newlyweds, and tax planning! ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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