We’re telling you …

Your financial planner should help you make the choices you want to make in life. From big plans like retiring on your terms to basics like a spending plan, they should be there to connect your dots with expertise and empathy.

If they’re unable to, well, that’s weird. They might be weird.

How can you tell?

Your financial planner is weird if they don’t recognize your financial reality. Like how women earn and own less than men from the start, yet live six to eight years longer.

They’re weird if they don’t have clear answers to your financial questions. Like how to reach specific goals while navigating career breaks, menopause, and other life moments that affect a woman’s ability to build wealth.

They’re weird if they don’t align your finances with your needs, wants, and values. Like how to take other people’s needs into account when you plan and invest.

When your hard-earned money — and your dream life — is on the line, you deserve to work with a financial planner who gets you. Not someone weird.

Spot the weirdness with our guide to finding a financial planner who’s the right fit.

NOT “FINE FOR NOW”

“Would you go back to a restaurant that’s just ‘fine’? Buy pretty much anything that’s just ‘fine’? Give your children a role model of strength and equality that’s just ‘fine’? But in this most important area, we’ve been socialized to settle for ‘fine.’”

Women shouldn’t settle for “decent” anything, let alone “decent” financial guidance, says Ellevest CEO Sallie Krawcheck.

Talk to an Ellevest financial planner to get personalized recommendations and confidence in your next steps.

🍝 A taste of how we do it

• Budget How-To: Learn how to create a budgeting system that works for your real life.
  AUGUST 21 @ 12 PM ET: Sign up
• Investing, Part 1: How It All Works: Learn how different types of investments work and dig into the most important investing concepts.
  AUGUST 22 @ 7 PM ET: Sign up
• Investing, Part 2: You & Your Portfolio: Learn how taxes work with investing and what goes into building a portfolio.
  AUGUST 29 @ 1 PM ET: Sign up

🔗 What we’re clicking

• 🏖️ MINI-RETIREMENTS? YES, PLEASE: Dive into the concept (and the financials) of taking regular breaks from the daily grind.
• 🪩 WELCOME TO FUN, SEXY MENOPAUSE: One writer’s praise for “the first great perimenopause novel,” All Fours by Miranda July — and the social response it might inspire.
• 🫶🏻 SANDRA BULLOCK CONFIRMS THAT BEING 60 IS “AWESOME”: “People seem to want us to be afraid of what it might look like when we get there,” the actor said in a birthday video message to TODAY host Hoda Kotb. “It turns out it’s pretty damn great.”