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®

Finnern Consulting LLC

For over 15 years, I've held positions in marketing, communications, and client relations in nonprofit, corporate, government and agency environments. Through Finnern Consulting, I provide strategic guidance, brand strategy, marketing, project management and project leadership services to growing businesses. 

Marketing Consultant — Work alongside growing organizations in order to build brand awareness, grow/retain clientele and foster community relationships through strategic inbound/outbound marketing, media/advertising, event sponsorship, public relations, networking and social media.

Contract Project Management/Leadership - Utilize skills and background in Marketing, Business Development, Community & Client Relations, Event Management, and more to provide contract project management and project leadership services in both agency and corporate environments.

Sampling of Current/Previous Clients: Greenville Tech Foundation, Human Potential Advisors (formerly Capitol Consulting), S.C. Lt. Gov. Pamela Evette, HireLevel., Intellectual Capitol, Inc., McNiel Family Dentistry, Conestee Nature Preserve, Quality Business Solutions, McMaster for Governor, and Proterra. 

Sampling of Agency Work Clients: RSC Bio Solutions, FATZ Café, Kentwool Performance, HTI, and Meals on Wheels Greenville.

Owner / Principal

SCCADVASA

Lead all marketing and communications efforts for SCCADVASA including: 
 - Campaign development, execution and management (ongoing): DVAM, SAAM, TDVAM, etc.
 - Social Media Management including content generation, image creation, execution and response
 - Website Management + Project Leadership for new SCCADVASA website & LevelUpForChange.org
 - Promotional Collateral Development: webinars, events, fundraising
 - Advertising and Media Management 
 - External Communications including monthly e-newsletter, specialized e-news, op-eds
 - Oversee development of collateral including 40th Anniversary Publication, annual impact report, etc. 
 - Messaging guidance toolkits for fundraising and advocacy efforts

Communications Coordinator

Quality Business Solutions, Inc.

Oversee all marketing and communications (public, media and community relations) for the organization. 

Specific duties include:
 - Write and distribute internal and external company communications 
 - Manage media/advertising strategy, planning and execution 
 - Event coordination, management and support 
 - Development, distribution and analysis of bi-annual client survey 
 - Local, state and regional award research and submission
 - Collaborate with outside vendors on marketing materials and strategy as needed
 - Lead online/social media strategy utilizing website, blog, Facebook, Twitter and LinkedIn 
 - Act as company representative at local/regional community and business events

Marketing Manager

State of South Carolina

Manages all external affairs for Lt. Governor Pamela S. Evette
 - Plans, develops and directs communication strategies
 - Oversees and manages all special projects
 - Oversees the planning & execution of the schedule for the Lt. Governor
 - Works side-by-side and in step with the Governor's Office

Senior Advisor and Scheduler to the Lt. Governor

McMaster for Governor 

Work directly with the McMaster for Governor Campaign team to oversee, plan and coordinate events, logistics, communications, fundraising efforts and strategic direction for South Carolina Lieutenant Governor Candidate Pamela Evette.

Senior Advisor to Pamela Evette

Uphill Strategies

At Uphill Strategies, we believe in the power of others. We are “people-people” who realize that strong, authentic relationships are the key to any type of long-term business growth or success and the human element is the difference maker in every situation. Leaders, entrepreneurs and teams must uncover, sharpen and develop their own unique gifts and talents in order to bring their best each and every day. 

As companies grow and expand, it can be easy to fall into the trap of fixing problems and filling holes rather than building, remodeling and expanding on a strong, core foundation. At Uphill Strategies, we partner with companies and entrepreneurs on leadership and team development, coaching, training, transitions and organizational culture in order to maximize your performance, eliminate inefficiencies and enhance the lives of your people and your organization.

Partner | Founder

Bright+Co: Smart Marketing Consortium

At BRIGHT+CO, we consider ourselves the ‘un-agency’. We offer a very modern, nimble, tech-savvy and cost-efficient way to get the best, most up-to-date thinking and talent. We are outsourced marketing at its very best, or brightest. 

As Project Lead, I am responsible for projects being completed on time and on budget as well as ensuring deliverables meet client expectations. I manage both internally by leading a team of high-caliber creative professionals as well as externally by acting as the main contact between client and agency. Additionally, it is my responsibility to represent the client during internal meetings - acting as their eyes, ears and voice throughout the project to ensure our final product achieves their goals.

Project Lead

Showcase Marketing

• Client direction and leadership through active strategy and client relationship management
• Internal and client-facing project management
• Act as outsource Marketing Director for clients – managing all strategy, award submissions,   media, PR, events, etc. 
• Creative work: blog writing, social media, e-blasts, website navigation, website updates, press releases and more
• Assist with business development and community outreach

Client Services Manager

Worthwhile

Client Relationship Management: Building and caring for business relationships between the client and Worthwhile. Project Management: Managing, collaborating and working with internal team on all aspects of assigned projects.

Account Executive

Jackson Marketing Group

Assist JMG Client Services team to meet needs of diverse group of business clients. JMG mission: "to create effective, strategically sound marketing campaigns and programs that get noticed and help build your brand."

Contract Client Services

Experienced independent consultant in marketing, communications, customer relationship management,  leadership and web in both corporate and agency environments. I thrive in a fast-paced, dynamic environment where I can utilize a diverse set of skills including: 

Marketing, Communications, Logistics, Planning, Event Coordination, Public Relations, Social Media, Sales Management, Leadership, Organizational Development, Employee Engagement and Business Development.

My ability to communicate effectively and work well with customers, colleagues, partners, and community leaders, has led me to develop strong, lasting relationships and generate quality referrals.

taplio

The Battle

Renee Cohen, CFP®

Megan Finnern

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