Ellevest - Are you glowing?

Research shows that people with a financial plan have 2.7x the net worth of those who don’t.* This could potentially be the difference between retiring with $1,000,000 versus $2,700,000 … and the confidence of having a roadmap to get there.

Contrary to popular belief, you don’t have to wait months, years, or decades to experience the benefits of financial planning. In fact, you can start today with a $300 investing credit when you purchase any Comprehensive Planning package by July 31.

Choose your package

BTW, clients get up to 50% off. Explore packages

Schedule your first session

Your Ellevest CFP® pro will get to know you before she builds your personalized plan.

Get your $300 to invest

Once you open an Ellevest investment account.

Book a call today

DISCLOSURES

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 7/31/2024 (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 $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.

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.

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