When Your Financial Life Is Truly in Order, Every Other Decision Gets Easier
CFP® · Los Angeles & serving clients nationwide
I help successful women and couples bring everything into one coordinated plan, so each financial choice has a clear place to land, and nothing falls through the cracks.
CFP®-Led
Women & Couples Focus
I'm Renee. Most of my clients have done a lot of things right — they've saved, invested, and made smart calls along the way. What they're ready for now is a plan where all of it actually connects: retirement, taxes, equity, everyday decisions, the big ones coming up next. Not a checklist, but a real structure that holds everything together and makes the next call easier than the last.
Financial Planning for Women & Couples in Their 30s, 40s and 50s
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.
You Make Thoughtful Decisions About Money. Here's What It Looks Like When They're Connected.
If your financial decisions feel individually sound but not quite connected — that's usually the gap I help close.
I'm Renee Cohen, a Certified Financial Planner (CFP®) with over 11 years of experience working with women and couples in Los Angeles and across California. In a place where equity compensation, business ownership, and variable income are the norm, coordination matters. I bring your retirement planning, tax strategy, investments, and estate considerations into one structure — built around where you are now and where you're headed.
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
Where does your financial picture truly stand?
Most people I work with have done a lot right. They've saved, invested, made smart calls. What they're less sure about is whether everything is actually working together.
The 7 Questions That Reveal Where Your Financial Picture Truly Stands is a short reflection guide that walks you through the seven areas where small disconnects tend to hide. Add your name and email and I'll send it over.
Financial Picture - Lead Magnet
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One Plan for All of It
Whether you are based in Santa Monica, West Hollywood, South Bay, Pasadena or working with me virtually, the next step is the same: one conversation to see whether we're the right fit — and what working together would actually look like.