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®

🔥IF YOU HAVE WILDLY AMBITIOUS GOALS, I'm the Game Changing, Results Driven Force to be Reckoned With that You've Been Looking For, Dynamic High Performance Coach, Energized Trainer, Forbes Contributor, Lover of Life🔥

UNDER PRESSURE, YOU DON'T RISE. YOU REVERT TO THE LEVEL OF YOUR TRAINING.
MAKE SURE YOUR TRAINING IS EXCEPTIONAL.

Hi, I'm Julie Hruska. I'm a high performance executive coach and RTT® Therapist. I work with founders, family offices, and C suite executives to develop their executive edge, create high performance cultures, through mergers and acquisitions, IPO preparation, leadership transitions, and rapid scale. 

Combining personal trainings from Brendon Burchard, Marisa Peer, Baron Baptiste, and other world class mentors, I developed a style that merges mindset mastery with elite skillset execution, so clients excel under pressure with clarity, control, and consistency.

When pressure rises, most leaders don't lose skill. They lose signal. Clarity fractures. Execution turns into motion without alignment. Culture starts bleeding time, trust, and momentum.

This is the reset. I raise standards, create alignment, and install an execution rhythm that stops the chaos, restores control, and makes results consistent, measurable, and repeatable.

WHAT WE BUILD TOGETHER
• Emotional regulation and improved decision quality under pressure
• Strategic clarity that reduces second guessing 
• Executive presence and effective communication that steadies the room
• Influence, persuasion, and high stakes negotiation skills
• Conflict resolution that protects relationships and leads to results
• High performance culture built on standards, rhythm, and accountability
• Legacy alignment for long term impact

CLIENT IMPACT
Results look different by industry, but the pattern is consistent: clarity rises, accountability strengthens, execution accelerates, and business gains follow in profitability, retention, and revenue. Some examples include a 32% rise in EPS year over year, revenue scaling from 1.68B to 3.2B while sustaining margins near 41%, construction growth from about 22M to nearly 100M, and asset growth from 500M to 1B.

NOTABLE CLIENTS
JLL, Kimberly Clark, Edward Jones, MLB, Steve Madden, NCAA, Pregis, BNI, Van Andel Institute, Attivo Capital, Lorval Capital, Landry French Construction, MH Williams Construction, Las Brisas Property Management, Vitrum Glass, Apex Aluminum, and more plus additional confidential family offices 

RECOGNITION
High Performance Coach of the Year 2024. LinkedIn Top Voice. Forbes Contributor and Forbes Coaches Council. 50 Most Impactful People on LinkedIn.

Email me at Julie@powerfulleaders.com for more information
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Based in Asheville, North Carolina. Available in person globally.

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Renee Cohen, CFP®

Julie Hruska

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