Renee Cohen, CFP®'s Linkedin Analytics

The biggest money secret that not enough successful women know? Creating financial security for life is actually insanely EASY. - Dream of retiring by 50? - Want to cover your kids' big moments? - Looking forward to luxe vacations without needing an excuse? - Need an iron-clad safety net for whatever life throws your way? But it’s not just about the future. It’s about enjoying your life right now. Financial freedom isn't just for later. It’s about living your best life now, knowing you are crafting your future while relishing today. This is where I step in. With all the financial advice out there, you need what works, not just noise. You need strategies that move the needle. You need results, not tasks. My mission? To make managing your finances the SIMPLEST part of your day. I’m here to help you make smart choices that align with your dreams for your family and your future. You've worked tirelessly for your success. So let’s save smartly and maximize and grow what you have. True financial freedom is more than account balances. I’ve partnered with many women and couples like you, creating personalized plans that balance today's lifestyle with tomorrow's dreams. This isn't about strict budgets. It’s about shaping your finances to fit your life today, while maximizing every aspect of your income and assets. I’m more than a financial planner. I’m your partner, guide, and ally in achieving your financial dreams in the most straightforward and effective way possible. Every plan is tailored to the individual because your financial success should be as unique as you are. Ready to make these dreams a part of your everyday life? Let’s unlock the full potential of your finances together. Because your money should support the life you want, now and in the future. Send me a DM or email at renee.cohen@nm.com. This conversation could change everything. ✨ Your journey goes beyond just managing numbers. It involves: ✨ Strategic Cash Flow & Debt Management, ✨ Tax Optimization for executive roles, ✨ Effective Navigation of Stock Options & Significant Financial Events, ✨ Personalized Retirement Planning, ✨ Comprehensive Insurance Solution