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®

Fihmiya Hamdan 🦋

Community Manager-CS/CX

NextGen Ethics

-Restructured and streamlined "mindher.ai"- Mighty Networks community to enhance member engagement and usability.
-Created step-by-step guides and infographics to simplify processes and clarify key information for users
-Supported ongoing administrative tasks to maintain workflow efficiency and clarity
-Researched and developed a strategic brief for a new vlog project, aligning content with community goals
-Collaborated on ideas and content planning to support community growth and digital presence

Community Experience

Integrate Trauma Informed Network

Technical Writer

As a Subject Matter Expert specializing in Integrate Trauma Informed Network, I leverage my expertise to enhance mental health systems through innovative approaches to trauma-informed care and network integration. My role involves leading cross-functional teams to develop and implement strategies that promote resilience and recovery in trauma-affected populations.

Key Responsibilities:
• Spearhead the design and execution of trauma-informed care frameworks to improve service delivery across mental health networks.
• Collaborate with healthcare professionals and stakeholders to integrate trauma-sensitive practices into existing clinical protocols.
• Conduct training sessions and workshops to educate staff and partners on the principles of trauma-informed care, fostering a culture of understanding and support.

Achievements:
• Successfully led a project that increased the adoption of trauma-informed practices by 65% within the first year of implementation.
• Developed a comprehensive resource toolkit that facilitated the seamless integration of trauma-informed approaches across multiple networks.
• Recognized for contributing to a notable improvement in patient outcomes and satisfaction scores through the application of evidence-based practices. 

My commitment to advancing trauma-informed care has been a driving force in my career, enabling me to make meaningful contributions to enhancing the resilience and well-being of individuals and communities alike.

Subject Matter Expert 

- Developed and implemented new Social Impact Framework by strategizing community development initiatives and enhancing company mission, vision, values, and community needs and interests.
- Act as a pivotal advisor for community strategy and development, ensuring alignment with organizational vision and values.

Social Impact Advisor

Hired to align community strategy with organizational values, enhancing user engagement through strategic insights and active decision-making for a human-centered E-Learning solution provider.
- Achieved a 75% increase of digital and social media following by preparing and co-facilitating 8 LIVE Webinars and authoring 9 blog articles encompassing a 350-subscriber base.
- Enhanced user experience and community engagement through sharing best practices, strategic insights, and active participation in decision-making processes.

Community Manager

OwnYourStigma

Ambassador to Mental Health Brand and Community

Mental Health Advocate (Brand Ambassador)

Genially

"Our mission is to enable anyone to create content that’s astonishing, visual, and interactive"

- Create multimedia content pieces, encompassing infographics, images, interactive PDFs, and videos.
• Feature weekly dynamic content across LinkedIn and other social media platforms.

Brand Ambassador

Beyond the Horizon Consulting

Lead Admin Manager

The Blue Blanket

Tapped to provide oversight and guidance regarding the operation as a strategic leader implementing major decisions for a health and wellness community organization.
- Enhanced overall brand loyalty over 10% by unifying brand messaging with the Marketing Team and CEO.
- Increased brand following over 25% by championing community best practices, influencing platform
strategies, and spearheading the recruitment of 2 new team members for digital marketing team.

Strategic Advisor-Member Board of Directors

Belongly

Recruited by company to lead, manage, and expand a community of healthcare professionals with a focus on growing diverse relationships for a mental health software development provider.
- Achieved a consistent 25% month-to month growth in new conversations during tenure, surpassing
previous year’s metrics by utilizing Intercom messaging software application.
- Secured an impressive 51% open rate by delivering weekly intercom messages to 1,800+ members.
- Reduced member support requests over 50% by developing 26 knowledge-based articles.

Career Crafters Community

The Career Crafters Community is a virtual community for go-getter professionals of all backgrounds & industries to connect, grow, and be supported in their career goals. It's the place to cultivate a career that's by *design* (not default) with the encouragement of like-minded professionals & career experts. 

✨ WHY SHOULD YOU JOIN?
If you're looking for a psychologically safe space to find personalized support, encouragement, connection, and resources to take your career to the next level...this is the place for you!

✨ WHAT IS INCLUDED?
- Members-only Volley community (think if Slack & Marco Polo had a baby!)
- Access to coaches & career experts
- Support in building your personal brand & network to set your career on 🔥
- Mindset coaching to get you unstuck and ready to take on new challenges
- Encouragement out the wazoo
- Potentially some great memes, puns & jokes

✨ HOW DO I JOIN?
- Simply follow the link to our website to sign up 
- Download the Volley app to your phone &/or desktop
- Watch the instructions on how Volley works & start engaging

✨ We can't wait to see you inside! ✨

Founding Member

Crafted Careers

Selected by Founder to lead and inspire a diverse group of professionals to connect and be supported in their career aspirations.
- Grew community over 94% in a 90-day period by increasing brand awareness through social media and
creating internal referral programs that solidified an engaging community.
-Contributed to $735 monthly recurring revenue (MRR) with a 40% regular engagement rate by consistently creating unique content centered around job search strategy and career development.

Social Saturday Squad

Social Saturday Squad is a global networking community on LinkedIn built by and for professionals looking to expand their network. Membership involves participating in weekly networking events on LinkedIn.

Community Manager | Award Winning-Social Impact Catalyst | I help companies and people drive social impact by fostering community connections 🔗

👋 Hi there!

I work with purpose-driven leaders to bring their vision to life by building the systems, experiences, and communities where people, purpose, and process align.

Whether you're:

- Launching your first product or program
- Organizing your behind-the-scenes operations
- Designing a digital space that actually feels intentional and alive

I bring clarity, connection, and calm to every phase of the process.

I support leaders who are creating meaningful impact— whether that’s building intentional community spaces, implementing trauma-informed initiatives, and creating values-aligned operations. Together, we move beyond ideas to create structures and experiences that truly work.

If you're building something with heart and impact, let’s connect.
Your vision deserves structure that supports it — and I’d love to help you get there.

If this resonates, feel free to reach out or send a message.

taplio

The Battle

Renee Cohen, CFP®

Fihmiya Hamdan 🦋

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