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®

Helping social impact businesses make good money so they can do GREAT things for the world. 🌎 l 3x Startup to Scale Up l Customer Experience & Offer Optimization Expert l Keynote Speaker 🎤 l Dyslexia Advocate 🌟

Before you invest millions in AI, digital transformation, or organizational change, we tell you if your organization is actually ready. 

Not just technically ready (can you build it?) but HUMANLY ready (can your people absorb it?). 

We partner with you to diagnose capacity, adaptation capability, cultural infrastructure, and relationship dynamics. 

Then we give you the truth: a realistic timeline and prerequisite work. 

The result: You either accelerate a ready organization or avoid wasting millions on a workforce that isn't prepared to work differently.

If you're leading, and you're not sure if you're ready for AI...

Let's talk. 
We may be able to help.

DM me to book a call.
30 minutes. You talk. 
I'll listen and ask a few relevant questions.

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The Battle

Renee Cohen, CFP®

Kim Breiland

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