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.

Get Recommendations

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.

Learn with SHENIX

Sample this great content and more will be available in the app soon!

• Webinars

• Empowering financial information

• Inspirational articles

• Get the latest information on Latinas in business

• Career advice

• More!

SHENIXplan options

INDISPENSABLE

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

JEFA

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

EJECUTIVA

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

Our Partners

Comcast NBC Universal
FARO Associates
NN
HACE
IHCC
Latina Style

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