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®

Is it really possible to have it all - a successful career AND a loving family life?

Absolutely YES!

The key to making this happen is relationships. 

✔ Good relationships at home leads to a happy, fulfilled, and satisfied work life
✔ Good relationships with your work and the people you work with leads to a happy home
✔ A good relationship with yourself is the glue that makes it all hang together!

𝐘𝐨𝐮 𝐂𝐀𝐍 𝐥𝐢𝐯𝐞 𝐣𝐨𝐲𝐟𝐮𝐥𝐥𝐲

As a Certified Life Coach, with an emphasis on relationships and business, my job is to help you find joy and happiness in the important relationships in your life – whether that’s with yourself, your family, your boss, colleagues, or business.

I specialize in coaching and mentoring ambitious women who are passionate about their family and their work. 

I help my clients to confidently own their voice and push beyond their doubts and fears to live joyfully and happily on purpose – without sacrificing their goals and ambitions.

"𝘐 𝘸𝘢𝘴 𝘨𝘪𝘷𝘦𝘯 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘵𝘰 𝘣𝘦 𝘤𝘰𝘢𝘤𝘩𝘦𝘥 𝘣𝘺 𝘛𝘰𝘮𝘪𝘬𝘢 𝘥𝘶𝘳𝘪𝘯𝘨 𝘢 𝘵𝘪𝘮𝘦 𝘰𝘧 𝘧𝘦𝘦𝘭𝘪𝘯𝘨 𝘰𝘷𝘦𝘳𝘸𝘩𝘦𝘭𝘮𝘦𝘥 𝘸𝘪𝘵𝘩 𝘭𝘪𝘧𝘦'𝘴 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘯𝘰 𝘥𝘪𝘳𝘦𝘤𝘵𝘪𝘰𝘯. 𝘞𝘪𝘵𝘩 𝘩𝘦𝘳 𝘵𝘩𝘰𝘶𝘨𝘩𝘵-𝘱𝘳𝘰𝘷𝘰𝘬𝘪𝘯𝘨 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴, 𝘨𝘶𝘪𝘥𝘢𝘯𝘤𝘦, 𝘢𝘯𝘥 𝘦𝘯𝘤𝘰𝘶𝘳𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘐 𝘯𝘰𝘸 𝘵𝘳𝘶𝘭𝘺 𝘣𝘦𝘭𝘪𝘦𝘷𝘦 𝘵𝘩𝘢𝘵 𝘐 𝘤𝘢𝘯 𝘢𝘤𝘩𝘪𝘦𝘷𝘦 𝘢𝘯𝘺𝘵𝘩𝘪𝘯𝘨 𝘵𝘩𝘢𝘵 𝘐 𝘱𝘶𝘵 𝘮𝘺 𝘮𝘪𝘯𝘥, 𝘩𝘦𝘢𝘳𝘵, 𝘢𝘯𝘥 𝘴𝘰𝘶𝘭 𝘪𝘯𝘵𝘰." Anna

Some of the work I do with clients include:

🤍 Finding confidence to speak up in your relationships 
🤍 Owning your space as the breadwinner when you make more than your spouse
🤍 Asking for what you need to be successful in your job
🤍 Understanding your worth, negotiating a pay raise, or seeking a promotion
🤍 Creating healthier mindsets in your relationship with money 
🤍 Losing the guilt of wanting to have it all

I have a holistic heart-centered 5-step approach to coaching that deals with your spiritual, emotional, social, physical, and intellectual being. 

I’m also a trained Elite True Colors Facilitator – a personality tool I use to help my clients better understand themselves so they can communicate effectively and easily navigate conflict at home and work.

📞DM me to book a free discovery call

𝐌𝐢𝐧𝐢 𝐛𝐢𝐨

✔ 30+ years career in banking sales
✔ Happy wife of 25 years; proud mom of 2 grown-ups
✔ Loving owner of a 70-pound Goldendoodle fur baby nicknamed 'Big Bash'
✔ Horrific gun crime attack and fatal car crash survivor - we can find joy through adversity!

taplio

The Battle

Renee Cohen, CFP®

Tomika Snodgrass, CTACC

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