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We are an intuitive platform that helps you understand how to achieve your goals. We provide impartial financial advice and clarity to give you peace of mind.
We take your privacy seriously. Your information is treated with the utmost confidentiality.
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
We are an intuitive platform that helps you understand how to achieve your goals. We provide impartial financial advice and clarity to give you peace of mind.
We take your privacy seriously. Your information is treated with the utmost confidentiality.