Ellevest - Get a fresh start on your finances

Image reads, “‘Tis the season for a fresh start with one free month and a free consultation. Use code PLANAHEAD.”

Ask yourself this question: Is your money working hard to give you the future you deserve? If the answer is “no,” you deserve a fresh start on your finances.

Ellevest’s personalized investing and financial planning can help you walk into the new year with a fresh outlook on your finances. Plus, one of our all-women CFP® pros will not only build you a plan — but also help you put it into action.

Don’t miss out: Use code PLANAHEAD to get one month free — and a free call with a CFP® pro.

Become a client

DISCLOSURES

*The “PLANAHEAD” promotional offer (the “Promotional Offer”) is offered to those who sign up for a monthly Ellevest plan on or before 11:59 PM EST on 12/31/2024 (the “Promotional Period”). This Promotional Offer cannot be applied to an annual Ellevest plan or existing Ellevest plan, and is only available to new Ellevest clients. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Clients who enroll for a monthly Ellevest plan will pay no monthly Ellevest fee for the first month of their plan period, starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Ellevest plan will be reinstated.

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.

Ellevest fees and additional information can be found at www.ellevest.com. Other fees as described in Ellevest’s ADV Part 2 and the Ellevest Plan Terms and Conditions Agreement will continue to apply.

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.

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. Registration with the SEC does not imply a certain level of skill or training. Ellevest fees and additional information can be found at www.ellevest.com.

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Ellevest - Get a fresh start on your finances

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