ElaVar Advisory — Client Portal

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Your private financial dashboard

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Financial Health

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Pull Your Credit Report Soft Inquiry · No Score Impact

Enter your information below to pull your tri-bureau credit report. This is a soft inquiry and will not affect your score.

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Active Disputes Pending

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Your advisor will open a credit repair case after reviewing your report. Pull your credit report above to get started.

Credit Monitoring

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TM

Travis Mamon

ElaVar Advisory

Book a Strategy Call

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My Appointments

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Invoices will appear here once your advisor sends them.

Connected Accounts

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Connect your bank accounts securely via Plaid to track balances, cash flow, and spending automatically.

256-bit encryption · Read-only access · Never stores credentials

Banking Recommendations

High-Yield Checking

Fee-free checking with competitive interest and no minimums. Ideal as your primary spending account.

High-Yield Savings — 4–5% APY

FDIC-insured savings earning 10x the national average. Best for your emergency fund and savings goals.

Your advisor will provide personalized banking recommendations tailored to your financial situation after your strategy call.

Cash Flow System

Cash Flow System

Monthly Income

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Monthly Expenses

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Net Cash Flow

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⬡ Cash Flow Analysis

Your advisor will analyze your income and spending patterns after your strategy call.

Budget Being Prepared

Your advisor will build a personalized budget plan after your strategy call.

Savings Goals

Your savings goals will appear here once your advisor sets up your financial plan.

⬡ Savings Recommendation

Your advisor will provide a personalized savings strategy to accelerate your path to financial freedom.

Emergency Fund Target

Current

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Target (3–6 mo)

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Progress

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Investment Accounts—

Connect Schwab AccountComing soon

Connect your Schwab account to see real-time positions, P&L, and portfolio performance in one place.

✓Real-time portfolio value & daily gains/losses

✓All positions with cost basis and performance

✓Rebalancing recommendations

Retirement Strategy — Coming

Once your credit and banking foundation is established, your advisor will build a comprehensive retirement strategy.

Financial Journey

Financial Roadmap

My Financial Vault

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My Financial Profile

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Your Referral Link

https://www.elavaradvisory.com