When Your Financial Life Is Truly in Order, Every Other Decision Gets Easier
CFP® · Los Angeles & serving clients nationwide
I help women and couples make thoughtful financial decisions around investing, taxes, equity compensation and life's bigger transitions.
CFP®-Led
Women & Couples Focus
You may be saving and investing across different accounts, managing equity compensation, making bigger tax decisions, or navigating a career or life change, retirement, or whatever comes next.
The harder part is knowing how those decisions affect each other, what deserves your attention now, and where you may be missing opportunities. I help you look at the whole picture and make thoughtful decisions with your money as your life changes.
Financial Planning for Women & Couples
Comprehensive guidance for women and couples navigating the complexity that builds at this stage — more moving parts, bigger decisions, and more to gain from getting it right.
Ongoing Planning for Your Whole Financial Life
A 12-month (and beyond) comprehensive planning relationship for busy professionals who want a trusted thinking partner for everything from investments and retirement to cash flow, taxes, and the big decisions in between.
Focused Support for a Financial Crossroads
A typically 3-month engagement to help you navigate a specific transition — career moves, equity compensation, buying a home, or other high-stakes decisions — with a clear plan behind you.
Most of your financial decisions happened as life happened.
Now you want to know if they make sense together, and what to do next.
I’m Renee Cohen, a Certified Financial Planner™ with more than 12 years of experience helping women and couples make thoughtful financial decisions without making the process feel overwhelming.
Many of my clients have built their financial lives over time. There may be retirement accounts from different jobs, investments, equity compensation, business income, tax decisions and questions about what comes next.
My role is to help you see how those pieces work together, decide what deserves attention now, and have someone to turn to as things change.
How I Help Connect Each Financial Piece
Retirement income clarity
Retirement PlanningKnow what you can safely spend, when you can step back from work, and how your savings will support the life you actually want.
Purpose-driven portfolio design
Learn MoreInvest in a way that reflects your values, goals, and timelines — not the latest market swing.
Spending confidence
Learn MoreFeel clear and in control of what's coming in, what's going out, and how much is left for the things that matter most.
Strategic debt decisions
Learn MoreA plan for which debts to address first, how quickly to pay them down, and how that fits your bigger picture.
Year-round tax coordination
Learn MoreTax planning woven into your everyday decisions, not treated as a once-a-year scramble.
Protection planning
Learn MoreThe right safety nets in place, so an unexpected event doesn't undo years of hard work.
Long-term asset transfer
Learn MoreClarity on how your money, values, and wishes will be carried out for the people and causes you care about.
Equity and exit coordination
Learn MoreNavigate promotions, equity compensation, and business transitions with a clear plan for both your income and your freedom.
Insight
Action
6-QUESTION FINANCIAL ASSESSMENT
Am I missing something?
I hear some version of this question all the time. I created this six-question assessment to help you step back from the day-to-day financial decisions and see where you may want to take a closer look.
You Don’t Have to Figure It All Out Yourself
Whether you’re based in Los Angeles, Santa Monica, West Hollywood, the South Bay, Pasadena, or working with me virtually, we can start with a conversation about what’s going on financially, what you’re trying to figure out, and if I can help.
