Financial Planning Services. Ellevest Membership Services clients have access to financial planning consulting services for a discounted fee. Depending on the session selected, clients will have webinar or one-on-one access to an Ellevest Certified Financial Planner (“CFP®”) for guidance regarding topics such as budgeting, debt management, retirement goal planning and general investing topics.
Appears in 3 contracts
Samples: Membership Agreement, Membership Agreement, Membership Agreement
Financial Planning Services. Ellevest Membership Services clients have access to financial planning consulting services for a discounted fee. Depending on the session selected, clients will have webinar or one-on-one access to an Ellevest Money Coach or Certified Financial Planner (“CFP®”) for guidance regarding topics such as including, but not limited to, budgeting, debt management, retirement goal planning and general investing topics.
Appears in 1 contract
Samples: Membership Agreement
