Discover How Financially Healthy You Really Are
Take our free Financial Health Score assessment to uncover the strengths, gaps, and opportunities in your financial life — and learn exactly what to do next to reach your goals with confidence.
Let’s Take the Guesswork Out of Your Financial Future
Hi, I’m Renee, founder of Nexa Wealth Planning. I believe financial wellness isn’t just about numbers — it’s about creating clarity, confidence, and freedom.
The Financial Health Score is your first step toward understanding where you stand today and what’s possible tomorrow.
What You’ll Discover Inside the Financial Health Score
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Clarity on Your Current Financial Picture – Know exactly how your cash flow, savings, investments, and goals align.
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From cash flow and savings to investments, insurance, and legacy planning—we connect the dots.
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Actionable Next Steps – Get simple, practical recommendations you can start using right away.
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Confidence in Your Next Financial Decision – Move forward with peace of mind knowing where you stand.
Why Understanding Your Financial Health Is So Important
You wouldn’t skip your annual physical — so why skip your financial checkup?
Most people manage their money reactively, not strategically. Your Financial Health Score shows you how to turn that around — to make your money work for you, not the other way around.
About Nexa Wealth Planning
At Nexa Wealth Planning, we help busy professionals and families make smarter, values-based financial decisions. Whether you’re preparing for retirement, managing investments, or planning for life transitions — we provide guidance that meets you where you are.