ABOUT RENEE
Financial planning shouldn’t ignore the life you’re living.
Most financial planning assumes life moves in a straight line.
But that’s rarely how it actually works.
Careers change. Income grows and sometimes shifts. New opportunities show up. And before you know it, financial decisions feel heavier, even when everything looks “fine” from the outside.
For many women, success brings more options but also more to think about. Different priorities. Overlapping timelines. Choices that affect not just the future, but everyday life right now.
That’s where traditional planning often misses the mark.
After more than a decade in sports marketing, I felt this firsthand and saw it again and again in women who were doing well professionally, yet quietly wondering whether their financial setup truly supported the lives they were building.
Not because they weren’t smart or capable. But because the strategies available to them were built for simpler situations.
That gap between success and confidence is exactly why I created Nexa Wealth. Today, I work with women and couples who are building meaningful wealth and making important decisions about careers, family, and what comes next.
My role isn’t to hand you a set of rules or rush you toward decisions. It’s to be a steady, informed partner. I help you see how your money fits together — across income, investments, timing, and opportunity so decisions feel grounded instead of reactive.
Because wealth shouldn’t require you to put your life on pause.
And financial planning should support not just where you’re headed, but how you want to live along the way.
Designed for Your Real Life
Because wealth isn’t just about what you earn.
It’s about what it makes possible — and how your decisions support the life you’re living now.
Real success isn’t measured only in dollars.
It’s measured in freedom. In flexibility. In the ability to say yes to what matters most — family, opportunity, impact, legacy.
As your income and assets grow,
decisions stop living in isolation.
Career moves affect cash flow. Family priorities affect timing. Opportunities come with tradeoffs.
This work is designed to help you navigate those intersections so your financial life reflects the same level of intention as everything else you’re building.
Built By A Financial Planner Who Gets It
I’m a Certified Financial Planner™, trained to see the full picture — not just individual decisions in isolation.
I work across income, investments, taxes, and equity compensation to help you understand how everything connects, and what matters most right now.
My approach is grounded, thoughtful, and practical.
We focus on the decisions in front of you, the tradeoffs that come with them, and the timing that supports your life — not just an abstract plan.
This work is about more than outcomes on paper.
It’s about making confident decisions with perspective, so your money supports how you want to live today and over time.
Some Questions We Help You Answer
When life and money get more complex, your financial questions evolve too. At Nexa Wealth, we help you cut through the noise and find answers that support both your current lifestyle and long-term goals.
- Am I putting my money in the right places or missing something important?
- What should I actually do with my stock options or RSUs?
- Can I afford this house without feeling financially stretched?
- Should I scale my business or keep it simple and profitable?
- Am I using my benefits and equity in the smartest way possible?
- Should I pay off debt faster or invest more?
- Does a Backdoor Roth IRA even make sense for me?
- How do I build lasting wealth for my family without sacrificing what I want now?
- What’s the best way to support my kids (or my parents) without overextending myself?
- Am I missing tax opportunities that could be saving me money?