Text that reads, “It’s never too late to make a plan,” with a sample checklist of financial goals: “Pay off credit card debt, up 401(k) contributions, and save for home renos.”

When it comes to achieving your goals, investing and financial planning go hand in hand. That’s why we offer both — to give you the best possible chance of success (and a newfound sense of confidence).

What’s more: Our services are tailored to women’s goals — because traditional financial companies’ weren’t.

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DISCLOSURES

*Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.

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 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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