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®

Roosterly

Roosterly powers social media content for over 2,000 active clients (LinkedIn, FB, IG, TikTok, YT, GMB, X). By providing compelling content, we save our clients time, money, and headaches.  

Clients include executives from:  Compass Real Estate, McKinsey, Kaiser Permanente, Kirkland & Ellis, Accenture, etc

Founder

Gannett | USA TODAY NETWORK

Helping power listicle content published globally.  That means finding candidates for Top 10 lists, 40 Under 40 and so on.  If you know someone that you'd describe as a trailblazer, iconoclast or general badass in their field that needs their story amplified, DM me.

Content Partner

Forbes

insights on:  entrepreneurship, scaling, and the evolving digital landscape related to adtech/martech. helping others sift through signal vs. noise.

CIO Online

i cover tech and automation, focusing on how these advancements can streamline business operations and enhance efficiency.

Contributing Editor

AdRevenu

Founder & CEO

Google

more spreadsheets.  but did get to meet some smart people.

Program Manager

Autobytel

learned about analytics + spreadsheets as a cubicle jockey.

Product Development Analyst

As founder of Roosterly I focus on product and growth.  

Roosterly manages content for 2200+ active clients  including enterprise, SMB’s and CXO’s.

We build personal brands for CXO's through thoughtful storytelling in Forbes, WSJ, HBR, TechCrunch and USA Today and other global media partners.  

We help grow careers, win board seats, generate speaking engagements, grow revenue, and earn you the recognition you deserve.

For fun, I write The Chicken Coop — a weekly email where I share my wins and failures as we grow Roosterly to 10k clients and lessons I learned selling my last company to GGP Media.

Check it out here:  https://roosterly.kit.com/4a17864cc4

taplio

The Battle

Renee Cohen, CFP®

Irfan Jafrey

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