So you want to know if it’s really worth it

Life is expensive. Summer is about fun. Every other season, you’re busy. Why should you take the time and spend the money now to hire a financial planner to create a financial plan?

Considering who you’re asking, we have lots of reasons why, like how people with a financial plan have almost three times as much money as those who don’t. But a plan doesn’t make you instantly wealthy. In fact, there’s no money move that can guarantee wealth. Which brings us back to the dollar-sign-shaped elephant in the room …

Is a financial planner worth it?
How do you know when you need financial planning help?
Is a financial plan ever not worth it?

These are all valid questions. Here are our honest answers.

WHAT WOMEN WITH A PLAN ARE SAYING

“Once I talked to the planner, I learned that I can have goals — that money can create the life that I want.”

‌‌— Ritu G., Bloomfield Hills, MI*

“My planner brought the right mix of empathy and realism to financial planning.”

‌‌— Amy B., Elgin, IL*

“I really felt heard.”

— Katy S., Richmond, VA*

Only 1 in 5 women feel good about their relationship to money. Book a free consultation with an Ellevest financial planner who can help you become one of them.

Crank the A/C and log on

• Budget How-To: Learn two budgeting methods from a financial planner in this live 45-minute workshop.
  JULY 23 @ 9 PM ET: Sign up
• Investing, Part 1: How It All Works: We’ll go over stocks and the stock market, major investing principles, and more in this 45-minute workshop.
  JULY 24 @ 12 PM ET: Sign up
• NEW! Generational Wealth, Part 2: Estate Planning: We’ll cover the essentials of estate planning in this limited-time workshop.
  JULY 25 @ 12 PM ET: Save your spot

🌻 Tabs for a sunny day

• A NURSERY SPACE AT THE OLYMPICS: For the first time ever, athletes and their families will have a place to play together at the Olympic Village (private breastfeeding room included).
• LOOK WHO’S FASTER THAN MEN: A new study out of the Netherlands suggests that women-fronted crowdfunding campaigns reach their fundraising targets 20% faster than those run by men — a win for closing the gender gap in business funding.
• THE ECONOMY IS CAUSING BREAK-UPS NOW: Read how the “vibecession” came for this couple.
• UNCOMPLICATE EQUITY COMPENSATION: Move from “no’s,” “not now’s,” and “don’t wants” to feeling certain you’re going after what you want.