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®

Certified Executive Coach (ICF) | I help women leaders amplify their performance + presence to become Executives | Wife & Mom of 3 | Exec Group Coaching Program launching in Aug 2024 | Book a call today ⬇️

Apply to work with me for Executive Coaching: https://linktr.ee/executivematerial For Brand Partnerships (brands only) please email me at team@aprillittle.co 

April Little

In my 20's, I was a human doormat, staying silent when I should have spoken. Then, I overcorrected and spoke up about everything until I learned which battles deserved my voice. 

Perhaps that is why LinkedIn serves two purposes for me: to generate leads and as an outlet to help others. 

When I did pipe up, I was told I was "piping up" too much. 

I think that happens to many of us.

We trade one extreme for another as we seek to establish balance and boundaries. 

Emotional reactions are human, but so is learning discernment.

I do think it's human to suffer an emotional reaction to disrespect. 

I also think we have a responsibility to use our discernment to know when to respond and when not to. 

The real skill is in finding a middle ground.

Because it's not a good idea to give someone the impression they can say anything they want to you. 

What I've learned:
Not every perceived slight needs a response
Setting boundaries ≠ being a doormat
Choose your moments wisely

"The need to comment on everything is the definition of busy work. There is great peace in reserving your perspectives for the right time and people rather than always talking just because you have something to say." - Anonymous 

True power isn't in speaking up about everything - it's in knowing which battles are worth your voice.

credit: herleader on IG
—-

Hi, I’m April Little. I help current women leaders (Sr. Mgr, Director +) prepare for executive roles in 8 weeks or less. I am accepting 2 new clients this month. https://lnkd.in/gc-hbQBd 

 ✨ Recent Client Wins ✨
Director --> Vice President Promotion (on page)

✨✨Building EXCLUSIVELY on Instagram & TikTok @iamaprillittle✨✨ | Ex-HR Exec Helping Women Leaders Break the Mid-Level Ceiling Into Executive Leadership ($200k+) | 2025 Time 100 Creator

If I send this to you, it means 2 things: I’m EXCITED, and I’m recruiting for a Director of Strategic Partnerships ($350k OTE).

This is with Bond.

If you apply, you will receive an email update from me.

If you advance to the hiring manager stage, you will receive a call.

I do not ghost candidates, and I do not disappear after interviews.

This is a first-time Director opportunity with a clear path to VP.

Base salary ranges from 180K to 200K, with 350K on-target earnings and significant upside tied to deal performance and equity.

You will own global enterprise partnerships across home security, fintech, travel, and other technology sectors, while building the function from the ground up.

The role is onsite in the tristate area (NY, NJ, CT), requires up to 30 percent travel, and demands strong enterprise deal experience in SaaS, cybersecurity, fintech, insurtech, or enterprise software. 

(this is a non-negotiable.)

The CEO is requiring that this person is currently working in this role. 

I will be screening candidates this week and next week, and this is one of the only roles I recruit for each year in my fractional VP of HR capacity.

I am not recruiting for any other roles and will not review resumes sent by direct message.

Apply here: https://lnkd.in/gFg3mGQY

If you have been waiting for your first Director title with real upside including moving to VP in the next 12-24 months. Apply!

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Thank you for reading Executive Material. Every Monday, break down how power, positioning, and executive communication actually work at senior levels,

Open article: Why "Just Find a Sponsor" Falls Flat and How to Borrow POWER and PRIVILEGE Instead  by April Little • 6 min read

Why "Just Find a Sponsor" Falls Flat and How to Borrow POWER and PRIVILEGE Instead

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The Battle

Renee Cohen, CFP®

April Little

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The Battle

Renee Cohen, CFP®

April Little

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Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}April Little's LinkedIn Performance

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