Welcome to SHENIX™
SHENIX™ helps Latinas make the best-informed money decisions. Accelerate your economic and social transformation, meet your financial goals, including investments to open your business, buy a home, and plan for retirement.
What we provide
I. FINANCIAL EDUCATION
- Select content will be in Spanish, and delivered via recorded sessions, articles, and live webinars
- Emergency fund, life insurance, Roth/IRA/401k/403b retirement savings, credit score, college savings, access to capital, portfolios
II. FINANCIAL RESOURCES
- Budget. Built to better understand how money is being used and see ways to make improvements. It also creates awareness that a percentage of money should be saved in a bank account and for retirement. A new budget can be run each time salary changes.
- Wealth Planning Tools for Individuals/Business Owners. Understand net worth, debt-to-income ratio, to better understand ability to manage monthly payments before borrowing money.
- English/Spanish-speaking Financial Advisors. Available to help with Roth IRAs, IRAs, SEP IRAs, 401k, personal portfolios.
III. PROFESSIONAL GROWTH
- Access to job opportunities, career development resources, professional coaches.
- Career Leadership Development Programs available along with salary negotiation resources and professional coaches.
- Latina Business Program (pitch for funding, access to capital, develop growth strategy)
It’s easy to join
Set Up Profile
Users can select the investment services they need and answer a short survey that tell us more about their financial and career goals.
Immediately after the survey, users get a customized budget recommendation from our staff.
SHENIX™ takes care of the rest
We use the survey information to match you up to English and Spanish speaking financial advisors.
SHENIX™ plan options
Quick sign up and access to financial and career info.
For Latinas wanting to learn at their own pace.
✔️ Individual taxable account (no IRA)
✔️ One-on-one sessions with financial advisor or career coach
More personalization guidance and support.
For Latinas ready to accelerate transformation.
Includes everything from Indispensable and:
✔️ Access to IRA/ROTH accounts
✔️ Personalized retirement advisory services
✔️ Guidance on how to invest a 401(k)
✔️ Support for IRA transfers or 401(k)/403(b) rollovers
Customized investment accounts for your money goals.
For Latinas optimizing their financial and career futures
Includes everything from Jefa and:
✔️ Up to four customized investment accounts for each of your money goals
✔️ Sessions with a financial advisor or career coach