Financial Education for Employers and Institutions
We do the heavy lifting to make financial education easy and scalable, so your members can learn, grow and develop based on your needs.
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We help your team build confidence and knowledge with their money
Customized for your audience
Work with us to tailor or courses and workshops to fit your needs. Our workshops range from financial foundations to navigating the current market uncertainties, or more tactical sessions around budgeting and investing.
Built for high engagement
We offer live virtual workshops to go along your digital courses. With small group discussions, polls, and quizzes, we guarantee your members will love the experience!
Practical and self-guided
After the workshop, your employees will continue to have access to the digital courses and content. The digital courses are broken up into mini-lessons to make it easy to reference and go deeper into specific topics.
Meet our Coaches
Anna Paul
CFP® AND MONEY COACH
Anna is a Certified Financial Planner and Money Coach at Snowball Wealth. Anna held several investment licenses (Series 7, 63, and 65). She is a proud first-gen college grad, has experience with helping clients get out of debt and start investing.
Tanya Menendez
CO-FOUNDER AND CEO
Tanya is a 3X entrepreneur with experience creating profitable, scalable companies. She has managed 7 figure budgets and raised millions of dollars for her ventures. Tanya has been included in Forbes’ 30 Under 30 List and named one of People en Español’s Most Powerful Latinas.