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®

Paul Seibert

NetSuite, Shopify, BigCommerce and Klaviyo at SCG Team

Achieving results is what drives me most; I thrive under pressure and can coordinate a range of complex tasks concurrently from inception through to successful completion.   An outstanding operator, I am highly regarded as an expert in my field and regularly called upon for advice on best practice.  I possess a strong technical and commercial background and I am passionate in the area of enterprise software and local eCommerce start-ups.  I pride myself in coordinating complex tasks from inception through to successful completion, identifying client requirements and exceeding their expectations.

I am an outstanding Manager, with excellent interpersonal, communication and negotiation skills and the ability to liaise effectively at all levels.  I promote a culture of knowledge sharing and mutual support, motivating and leading others to create cohesive, productive, multi-disciplinary project teams with esprit de corps and common goals.  I am commercially astute and I can integrate easily into new teams and environments.

I am detail oriented and analytical with a flair for identifying areas for improvement and capitalizing upon areas of strength.  I develop and implement processes and procedures to maximize productivity and increase efficiency whilst utilizing innovation and creativity to deliver functional yet innovative solutions which achieve business objectives.  

The type of role which excites me is a challenging Project Manager, Product Manager or PMO Director role in the Boston area, in a role which will make best use of my Program, Product and Project Management expertise coupled with my Technical Development background, allowing me the autonomy to make critical decisions and deliver significant benefit.  I am dedicated, conscientious and totally competent and I can be relied upon to achieve results.  If you are interested in what opportunities I can bring, don’t hesitate to contact me at paul.seibert.2007@gmail.com and I’ll get straight back to you.

eCommerce Director, Oracle | NetSuite ERP, SuiteCommerce Advanced, Shopify Plus

eCommerce Director, Oracle | NetSuite SuiteCommerce Advanced, Shopify Plus

| paul.seibert@seibertconsulting.com | 

As one of the first Oracle | NetSuite and Shopify Partner professional services agencies and NetSuite Veteran-staffed solution providers specializing in Oracle | NetSuite ERP, SuiteCommerce Advanced and Shopify eCommerce, our engineering team has the specific SuiteCommerce Advanced implementation and development experience as well as the focus to deliver sustainable and performant Oracle | NetSuite SuiteCommerce Advanced web sites.

Because our core team works almost exclusively on Oracle | NetSuite ERP, SuiteCommerce Advanced and Shopify implementations, we're able to deliver robust and scalable code that comes from experience and a real-world best practices project management methodology. We are your able NetSuite Certified ERP, SuiteCommerce Advanced UX, Implementation, Strategy and Consulting partner.

Please email me If you would like to know how I can help your enterprise eCommerce initiatives or if you are interested in Oracle | NetSuite SuiteCommerce Advanced or Shopify, Shopify Plus Consulting or Development or obtaining access to my private Shopify app solutions:

* Shipping Hero
* Coupon Hero
* Pixel Magic
* Wheelie Opt-In
* Mobile Opt-In
* Social Boost
* Optimize Upsell
* Fan Page Command
* Bulk Fulfill
* Video Checkout
* Dropified for Shopify
* Ecommerce Success Academy

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The Battle

Renee Cohen, CFP®

Paul Seibert

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