Common use of Financial Planning Services Clause in Contracts

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.

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.