Ellevest - Give your money goals a $500 boost

Hi there,

We know this time of year can be stressful, trying to balance showing up for others all while prioritizing your own financial goals.

That’s why we wanted to reach out to let you know about our $500 investing credit offer. When you purchase any Comprehensive Planning package by December 15, 2024, and start investing with us by December 31, 2024, you’ll get a $500 credit deposited into your Ellevest investment account. Of course, take a look at the terms and conditions for more details.

If you’ve been waiting for the right opportunity to try out financial planning at Ellevest — this is it. One of our all-women CFP® pros can help you start 2025 feeling good about the steps you’re taking toward your goals.

As a heads up, this offer ends soon, and our complimentary consultations (which we recommend starting with) tend to book up this time of year. If you’re interested in taking advantage, you can schedule your call below.

Book your consultation

Warmly,

The Ellevest Team

DISCLOSURES

The “Seasonal Offer | $500 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 12/15/2024 (the “Promotional Period”), 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account before 11:59 PM EST on 12/31/2024, and 3) are an Ellevest plan client at the time the $500 is applied to your non-retirement investment account. The credit may be applied to your account up to 90 days after the Promotional Period ends. 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, excluding Ellevest plan client financial planning discounts. 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 of the Comprehensive Planning package before the $500 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 $500 credit has been added to their Ellevest investment account, Ellevest will deduct $500 from the purchase price and refund the remaining balance. Client takes on market risk if they choose to refund.

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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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 - Give your money goals a $500 boost

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