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®

I help founders manage money and build wealth | Money expert | Founder at Wealth With Sadia

You earn good money but it never feels like enough.

💡 Money slips through your fingers,
💡 You’re unsure how to grow or invest it effectively,
💡 And trading time for money leaves you stressed about debt, retirement and long-term security.

Now, imagine a different reality:

✅ Knowing exactly where every pound is going
✅ Investing strategically to grow long-term wealth
✅ Creating financial freedom without giving up the lifestyle you love

That’s where I come in.

I help you master money, invest with confidence and build lasting wealth, without the overwhelm.

So you have more time to enjoy life.

Ways we can work together:

✨ 1:1 Financial Mentoring (my signature, life-changing program)
✨ Wealth Strategy Consultation (1 hour to get clarity & a plan)

Ready to finally feel in control of your money and your future? Let’s make it happen.

📧 sadia@wealthwithsadia.com

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Renee Cohen, CFP®

Sadia Ali

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