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ElektraFi provides impartial financial advice to give your employees peace of mind.
Create your own goals for things that are important to you, whether it is saving for your next vacation or for your next home… Completing goals is empowering!
Understand how much money you should save over time to achieve your desired retirement goals. Gain insights into your retirement savings needs, identify any gaps in your current savings strategy, and make informed decisions to optimize your retirement planning. It doesn’t have to be scary.
Be empowered to make informed decisions regarding your equity compensation. ESOP, RSU, ESPP, vesting schedules etc… it can be so overwhelming! ElektraFi centralizes all the needed information and education to add employee equity to your financial health package.
We make it easy to understand.
Get the most accurate financial health analysis by tracking assets and liabilities. It reveals how much you truly own and how much you owe, offering a clear picture of your overall wealth, today and tomorrow.
Knowing where you are today, will help in getting to where you want to be.
Track your debt and how interest rates affect you. Keep informed of the best decisions and set achievable goals to become debt-free.
Leverage ElektraFi’s financial advisors for personalized guidance and support for your employees and benefit from continuous mentorship by our certified financial advisors to optimize your finances.
None of your personal information is shared with your company, your boss or anyone else.
ElektraFi improves employees' financial health through personalized coaching, relevant thought leadership, and a clear view of their total compensation.
Provide information on how RSUs, ESPPs, and stock options work, including vesting, exercising, and taxation.
Welcome your new hires to the team with the best health plan options, professional advice, and support to help them select the best benefits for their needs.
Show the total value of employee compensation in an interactive and visually appealing way to increase engagement and retention.
Offer your employees personalized advice from Certified Financial Planners and a customized benefits selection for a top-notch experience.
Assist employees in their transition out of the company, providing support across the process.
Onboarding with ElektraFi was super quick and easy. The tool is very user friendly and intuitive. I booked a session with the ElektraFi CFP and it was great. He listened well, had tangible and applicable advice and suggested some good tips and goals to consider. It was great to not only validate what myself and my spouse / partner were currently doing but also get some tips and other things to consider in working toward setting ourselves up ultimately for retirement.
Executive Director
The onboarding process was quick and easy to navigate and after inputting my information, I was able to play with the cashflow simulator and book a coaching call with the Certified Financial Planner.
Working with the ElektraFi planner was a really great experience. I’ve never really met with a financial planner before so I was coming into this for the first time and was not sure what to expect. I was really just surprised at how helpful he was and felt really empowered after the call.
My planner gave me a lot of great action items that I’ve already put into motion including how to make the most of my savings and tax accounts. I’ll be connecting with him again next quarter to make sure I stay accountable. It’s motivating to have another meeting lined up and even better that this advice comes as a free benefit.
It was so refreshing to speak to a planner that was helpful and didn’t make me feel like I didn’t know things (which can often be the case when it comes to finances in general). Overall, a great experience and something I would really encourage people to utilize to gain more financial clarity and freedom.
User and Administrator of ElektraFi
