INDISPENSABLE Quick sign up and access to financial and career info.
For Latinas wanting to learn at their own pace.
$1 per month
✔️ Individual taxable account (no IRA)
✔️ 20% discount on one-on-one sessions with financial advisor or career coach
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JEFA More personalization guidance and support.
For Latinas ready to accelerate transformation.
$5 per month 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
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EJECUTIVA Customized investment accounts for your money goals.
For Latinas optimizing their financial and career futures
$9 per month includes everything from Jefa and:
✔️ Up to four customized investment accounts for each of your money goals
✔️ 50% discount on sessions with a financial advisor or career coach
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