Financial planning for women, by women

All-women CFP® pros
Upfront, flat-fee pricing
No investment minimums
Book a consultation
How Ellevest’s financial planning works
1

Book a complimentary consultation

2

Save 50% as an Ellevest client

Sign up for Ellevest’s automated investing to get half off every 1:1 session and package. 

3

Partner with a CFP® pro

Depending on what you choose, work together toward your goals on a one-time call or over a year.

How Ellevest’s financial planning works

1

Book a complimentary consultation

2

Save 50% as an Ellevest client

Sign up for Ellevest’s automated investing to get half off every 1:1 session and package. 

3

Partner with a CFP® pro

Depending on what you choose, work together toward your goals on a one-time call or over a year.

Who you’ll work with

We’ll pair you with a member of our diverse, all-women team — someone who understands where you’re coming from (and where you’re trying to go).

Sofia Figueroa,
CFP® pro
Healy Marroy, CFP®, CDFA® pro
Victoria Sado,
CFP® pro
Darci Zaunmiller, CFP®, CDFA® pro

how we can support you

Starting at $250 per session / $1,500 per package for Ellevest clients

Take the next step — with a pro by your side