• Tell us about yourself

  •  -  -
    Pick a Date

  • If you need to save the form and continue later, please click the save button below.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancel of

  • 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

    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

    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

  • Financial Questions

  • Career Questions

  • Your Recommendations

  • Dear {firstName}:

    Thank you for telling us more about yourself, your financial and career goals. Based on the information that you shared with us, below are some recommendations and next steps.

  • Career:

    • Meet with a career coach to plan your next steps.
    • Enroll in a Leadership Program that most fits you and your goals.
    • Attend relevant networking events.

  • Retirement:

    Keep in mind that you will need between 70%-80% of your pre-retirement income in retirement. Work with a financial professional to plan properly for a comfortable retirement.

  • Investment Strategy:

    It is important that you work with a financial professional to understand your financial goals, your time horizon, and your risk tolerance in order to put together an appropriate investment strategy.

  • Investment Portfolio:

    It is important that you review your investment portfolio to understand your exposure to underlying securities, sector allocation, market cap weighting, style, over- and under-weighting, and security duplication.  A financial professional can help run an analysis of your investment portfolio.

  • IRA/401K Consolidation:

    Consolidating your retirement plans can potentially help you better track, lower cost, and properly invest your hard earned retirement nest egg.  A financial professional can assist you in navigating the rollover distribution process to avoid any taxes or penalties, and consolidate your retirement assets.

  • Your Recommended Monthly Budget:

    The following are only estimates and can vary on other economic circumstances, family size, and other situations. They are only meant as guide and not specific to any one person.

  • Note: Need to not use more than 30% of available credit. Important to keep this in check, especially because it affects credit score negatively if you have too much debt. Cut out non essential expenses and pay down debt if needed.

     

    Non-Essential Budget Categories:

  • Here's an estimate of what you would need on an annual basis during retirement to maintain your current lifestyle based on your current salary: {whatIs109} x 70% = ${retirementEstimate}. Women live longer than men. Plan to be in retirement for 30 years.


    If you are entitled to a Social Security Benefit when you retire, the estimated annual benefit would be about ${socialSecurity}.
    Check your Social Security Benefit online at: www.ssa.gov


    It's important to plan and save for retirement and work with a financial professional to get you on a pathway to retirement.

     

    Copyright © 2022 SHENIX™ powered by FARO ASSOCIATES, LLC

  • Should be Empty: