Ellevest - $300 limited-time offer — ending Sunday

 

Hi ,

I’m Sof, a CFP® pro here at Ellevest. I wanted to reach out to let you know our limited-time offer ends soon. As a reminder, we’re putting $300 into your Ellevest investment account when you purchase any of our Comprehensive Planning packages by June 30.

I highly recommend starting with a complimentary call with a member of my team to learn more and get help deciding on the best package for you. Given the overwhelming interest, we have limited call availability. So if you book your call prior to June 30 and schedule it for any available date through July 15, you’ll qualify for the $300 offer. Be sure to book your call as soon as possible.

We’d love to build a plan to help you feel confident you’re on the right track to reach your financial goals.

Book your call today

Hoping you’ll take advantage!

Sofia Figueroa, CFP® pro

DISCLOSURES
 
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The “Comprehensive Planning | $300 Investment Credit” Promotional offer is for those who 1) are first-time purchasers of a Comprehensive Planning package on or before 11:59 PM EST on 6/30/2024 (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 $300 is applied to your account. This Promotional Offer cannot be applied to a previous comprehensive planning package purchase, and is only available to those who complete the purchase before the Promotional Period ends.
This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions, including our Pay Over Time options. Clients who purchase a Comprehensive Planning package before the end of the Promotional Period will pay an Ellevest plan fee starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”).
Refunds: If purchasers request a refund before the $300 has been added to their Ellevest investment account, our normal refund policies apply and they would no longer be eligible for the credit. If a refund is requested after the $300 credit has been added to their Ellevest investment account, we would deduct the $300 and refund the remaining balance. Client takes on market risk if they choose to refund.
Digital clients who purchase a Comprehensive Planning package during the Promotional Period and make an initial deposit of $1 or more to a non-retirement investment account within the Promotional Period will receive $300 added to their Ellevest investment account. Ellevest’s processing time for depositing $300 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.
© 2024 Ellevest, Inc. All Rights Reserved.
The information provided is current as of the date of this writing and for informational purposes only. It 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 or tax advice. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.
Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.
 
 

Older messages

How to get over money guilt

Monday, June 24, 2024

… and feel good about your finances. ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏

Want $300 to invest?

Tuesday, June 18, 2024

We're here to help you reach your goals. ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌ 

Women are better investors than men

Monday, June 3, 2024

Why do 91% of us assume the opposite? ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏

I'd love to extend an invitation

Monday, June 3, 2024

Join our Family Planning Q&A. ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌ 

Mark your calendar: Three new events

Tuesday, May 21, 2024

Family planning, estate planning, and generational wealth. ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌  ͏ ‌

You Might Also Like

🇨🇳 China lands with a bump

Tuesday, October 8, 2024

Chinese stock markets are back in the doldrums, Pepsi's a disappointment for investors, and 216 Prime Day deals | Finimize TOGETHER WITH Hi Reader, here's what you need to know for October 9th

It took a few years, but mortgage rates are noticeably coming down.

Tuesday, October 8, 2024

Find the mortgage lender that suits you best. ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌

‘You Can Only Tighten Your Belt So Much’

Tuesday, October 8, 2024

How different generations approach retirement ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌

Americans are using AI at fairly high rates. What does this mean for the economy?

Tuesday, October 8, 2024

A new study finds Americans have adopted generative AI faster than personal computers and the Internet. Does that mean we're about to see a long-awaited increase in productivity growth? View this

🇬🇧 UK house prices rise

Monday, October 7, 2024

The UK sees house prices rise, Tokyo Metro is running toward a solid IPO, and meet Dracula | Finimize TOGETHER WITH Hi Reader, here's what you need to know for October 8th in 3:04 minutes. UK house

Money and Legitimacy

Monday, October 7, 2024

Plus! Moats; Big Tech Sees Like a State; Shifting Costs; Managing Macro; Experimentation Money and Legitimacy By Byrne Hobart • 7 Oct 2024 View in browser View in browser In this issue: Money and

Win A Winter Escape to Sunny St. Lucia 🇱🇨

Monday, October 7, 2024

Enter now for the chance to win a tropical vacation. ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌

Struggling with Trading? Let Apollo Do the Heavy Lifting!

Monday, October 7, 2024

Say goodbye to hours of trade hunting ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

💸 What to expect from earnings season

Sunday, October 6, 2024

Plus, everything you need to know for the week ahead | Finimize 👋 Hi Reader. Here's what you need to know for the week ahead and what you might've missed last week. Make Bank Earnings season is

Longreads + Open Thread

Saturday, October 5, 2024

Philosophy, North Korea, Doing the Reading, Ponzis, Accommodations, Careers, Competition, The Book, AI Longreads + Open Thread By Byrne Hobart • 5 Oct 2024 View in browser View in browser Today's