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®

Ochsner Health

Provide strategic vision and executive leadership for Compliance, Privacy, Regulatory Affairs, Enterprise Risk Management, Physical Security, Workplace Safety, Emergency Management, Business Continuity, Third Party Risk Management, and Cybersecurity Risk Management.

Develop and implement organizational cultural change management to position risk-focused teams as respected business partners and solutions-oriented collaborators. 

Lead proactive risk mitigation and resilience efforts, resulting in robust and comprehensive incident response and business continuity plans, and dynamic crisis and incident management processes.

System VP & Chief Compliance Officer

Develop, lead, and execute proactive, solutions-focused strategy for comprehensive risk-focused health care division with escalating levels of responsibility.

Create and promote patient-centered risk management and resilience strategy in alignment with organization mission, vision, and values.

Provide leadership, strategic vision, and centralized system integration for Compliance, Privacy, Regulatory Affairs, Physical Security, and Emergency Management.

Vice President & Chief Compliance Officer

Established a proactive, centralized, business focused, patient-centered compliance and privacy program, including healthcare compliance, HIPAA privacy, regulatory affairs, policy management, clinical and regulatory auditing and monitoring, governmental audits, and incident management.

AVP, Compliance & Associate General Counsel

LHC Group

Responsible for enterprise-wide legal, licensure, and regulatory strategy and performance with escalating levels of responsibility.  

Directed and managed complex litigation portfolio, including defending multiple and varied federal and state government investigations and inquiries brought by various agencies.  

Provided strategic legal and regulatory advice for collaborative, cross-functional problem solving and risk mitigation with internal clients, including compliance, human resources, and risk management. 

Led and managed transactions, including initial and subsequent public offerings, mergers and acquisitions, credit transactions, and equity offerings.

Vice President, Assistant General Counsel & Director of Litigation

Rayburn Law Firm, PLLC

Associate in a boutique law firm, focused on civil litigation, insurance defense, workers compensation, and employment law.

Attorney

Nemesis of No, Champion of How | Risk, Compliance, Security Executive | Navigating Intersections of Innovation and Regulation | Leadership Coach, Guide, and Advisor | Dragonslayer of Problems

In my heart, I’m a helper. Growing up with alopecia, my world view was shaped by being viewed and treated differently. As I battled relentless judgment (and self-judgment) about my appearance, I resolved that nothing and no one would get the best of me. Over the years, that tenacity transformed me into a dragonslayer of problems, a nemesis of no, and a champion of how. 
 
Now, as a risk and compliance expert, I’m known for using my tireless and unique curiosity to help others discover *what’s possible* in any given situation. Choreographing creative solutions out of “yes/no” questions and uncovering the opportunities hiding inside obstacles is where I thrive. 

Known allergies - Jerks. BS. Hypocrisy. Rules that don’t make sense. Bullies. Avocados. (Seriously.)

****************

Other things to know about me: 
+ I value curiosity, humility, authenticity, and please & thank you.
+ How we achieve results is far more important to me than what results we achieve.
+ I've never met a process that I didn't want to enhance!
+ Assuming positive intent, creating meaningful connections, and developing trusted relationships are all key components to building and leading a team, compliance or otherwise.
+ I'm the person to call for precision and deliberate calm in leading large scale crisis management, complex problem solving, and change management.
+ Crucial to a team’s success is using a consistent approach (rather than result) to evaluate and understand concerns, questions, or situations.
+ I am devoted to coaching, mentoring, and encouraging others to discover, nurture, and live out loud as the best versions of themselves.

Finally, I adore clarity. The perspectives I share here are a culmination of my own personal reflections, a lot of individual trial and error, and purposeful personal and leadership growth. While I am incredibly proud to be associated with my outstanding teams and colleagues at Ochsner Health, the opinions I share here are solely my own.

taplio

The Battle

Renee Cohen, CFP®

Eden Ezell

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?