Designing Work-Optional Lifestyles for Women & Couples with Dynamic Financial Plans | Financial Consultant for Executives & Business Owners in Sports & Tech | Financial Wellness Speaker

Somewhere between building a career, managing a household, and making a thousand decisions a week, your financial life got complicated. And nobody handed you a manual.

By most measures you're doing everything right. But there's this voice in the background that doesn't quite go away. Am I leaving money on the table somewhere? Do I even know what I don't know? 

You have accounts, maybe an advisor, maybe a spreadsheet you keep meaning to update, but nobody has ever looked at how it all fits together. And that's the part that bothers you most.

You could spend hours researching it yourself. A lot of women do. But you have a hundred other things that actually need your attention.

That's where I come in.

I'm Renee Cohen, CFP® and founder of Nexa Wealth. I work with women in their 40s and 50s and their families who plan alongside them who are ready to stop guessing and start knowing that nothing is falling through the cracks.

I don't hand you a plan and disappear. We work together as life keeps moving - through decisions as they come up and priorities as they shift. Because a financial plan that sits in a drawer isn't really a plan. It's a document.

You don't have to become an expert. But you will understand every decision we make and why. Being in control doesn't mean doing it alone. It means having the right person in your corner.  My clients come to me carrying a lot of uncertainty. What changes isn't that their life gets simpler. It's that they finally have direction and someone to think it through with.

If any of this sounds familiar, I'd love to talk. Reach me here or at nexawealthplanning.com.

Not ready to talk yet? I put together a short guide called The Financial Blind Spot Blueprint — it's a good place to start if you want to see where the gaps might be. You can grab it in my featured section.

Renee Cohen, CFP®

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Successful professionals from across industries trust me to help them take charge of their online reputations. Through writing, speaking, and training, I equip my clients to drive business revenue by harnessing the power of LinkedIn. 

If you had asked me as a college student what I hoped to do, I probably would have told you I wanted to become a graphic designer. Looking back, however, I see that graphic design was just the sandbox where I discovered my true passions for sales, entrepreneurship, and cultivating strong relationships. 

Selling is in my blood. 

Growing up, my dad owned his own business with two other partners and played the role of lead sales rep. No matter how busy he was, he always made time to cheer me on at my soccer games. To this day, I look to my dad’s example of hard work and flexibility as a template for good business. 

My own sales and entrepreneurial journey began at the age of six when I sold boiled hot dogs 🌭 and lemonade 🍋 at the end of my street. (Funny AND true!) Despite my early start, it was years before I continued a path in sales + eventually entrepreneurship.

Within my first six months of selling ink on paper (think Dunder Mifflin, but printing), I exceeded my annual sales goal. I figured, if I could successfully sell more than $1M of custom manufacturing (during a recession, no less!), I could probably sell anything. I spent the next few years saying “yes” to every open door and learned as much as I could. After my time in printing ran its course, I took my hand in selling SaaS for a tech start-up, then launched the first expansion of a boutique consulting firm. 

I discovered not only an aptitude for sales but also a love of it. Nothing was more satisfying than helping my clients achieve their goals. 

In 2016, I launched my company, McMillion Consulting—in many ways the culmination of my experience. Now, I leverage my training, speaking, sales, and leadership expertise to help my clients connect with purpose. As a person of faith, I know God was in the details of my story along the way, preparing me to serve and support clients through my business today. 

How can I help you WIN on LinkedIn? 

➡️ Join my LinkedInsider community for free weekly tips at mcmillionconsulting.com/linkedinsider 

➡️ Hire me to be your next keynote speaker, podcast guest, or workshop training for your team by inquiring at mcmillionconsulting.com/speaking 

➡️ Engage in The Profile Transformer™ where we level-up your LinkedIn authority (and I do the heavy lifting!), here mcmillionconsulting.com/join

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Renee Cohen, CFP®

Lindsey Stemann

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