Wealth That Works in Every Area of Your Life

Nexa Mastery is our signature, full-service planning partnership designed to simplify the

complex, free up your time, and give you confidence that every part of your financial life is working in harmony.

Expert guidance, built around your life and goals.

Our signature full-service financial planning program gives you the clarity, confidence, and strategy to build lasting wealth—without overwhelm.

Is Nexa Mastery Right for You?

This program is designed for people who want more than one-time advice. They want a financial partner for the long term. It’s a great fit if you’re:

  • A business owner navigating growth, income, or succession decisions
  • A busy professional who wants help making smart, timely choices
  • A high-earning individual or family ready to maximize their financial potential
  • Someone who values expert guidance and wants to feel supported—not overwhelmed
  • Looking to ensure every part of your financial life is working together—not in silos

What You’ll Get:

  • We’ll design and manage a strategy that grows with your goals.
  • From equity to charitable giving, you’ll always know how to minimize what you owe.
  • Clarity around what’s coming in, what’s going out, and how to direct it with purpose.
  • Career shifts, real estate purchases, or planning an exit—we help you make the call with confidence.
  • Protection for what matters most today and preparation for the legacy you want to leave.
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Why Nexa Wealth Mastery Works

Most financial plans stop at the numbers. Nexa Mastery goes deeper.

We integrate your money with your values, your lifestyle, and your goals so you can make

aligned decisions that actually feel right.

And as life evolves? So does your plan. We’re right here with you, year after year.

Ready to feel fully supported in your financial life?

  • We take a holistic approach that integrates all key financial domains.

  • From cash flow and savings to investments, insurance, and legacy planning—we connect the dots.

  • And we meet with you regularly to update your plan as your life evolves.

How Our Process Works

Simple, Personalized, Ongoing Support

Let’s Talk About What Really Matters

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We start with a real conversation—no spreadsheets, no pressure. Just a chance to get to know you, your values, your money habits, and what freedom means to you. From there, we map out what areas we’ll focus on first and what success looks like for you.

Build a System That Works in Real Life

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Together, we’ll look at what’s coming in, what’s going out, and whether it’s all aligned with your short- and long-term goals. This isn’t budgeting—it’s about building a flexible system that gives you clarity and control without nickel-and-diming your life.

Align Your Portfolio With Your Vision

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We’ll review your existing investments to make sure they support your timeline, risk tolerance, and personal goals—not just market benchmarks. Whether you’re DIY-ing, using a 401(k), or juggling multiple accounts, we’ll bring it all into one clear picture.

Protect What You’re Building

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We’ll walk through the what-ifs—illness, disability, or unexpected loss—and make sure the right insurance coverage is in place. I don’t sell based on fear, and I don’t work for any insurance company. If it’s part of the plan, I’ll help you find the right fit.

Make Smart Moves All Year Long

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We don’t wait until tax season to think about taxes—we weave tax strategy into every part of your plan. From paycheck withholdings and charitable giving, to which accounts you contribute to, when to sell stock, or how to optimize business deductions—you’ll have a plan that supports your goals and helps reduce your tax burden year after year. The result? More of your money working for you, not the IRS.

Estate & Legacy Planning

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We’ll review (or help you create) a plan that ensures your wishes are honored—from beneficiaries to healthcare directives to legacy giving. Estate planning isn’t just for the ultra-wealthy. It’s for anyone who wants peace of mind and intentionality for their families.

  • What does “comprehensive financial planning” include?

    Comprehensive means we look at your full financial picture—income, expenses, investments, retirement, taxes, estate planning, insurance, and more. We create a personalized roadmap for all of it.

  • Do I need a certain income or net worth to qualify?

    No. We work with clients based on mindset and fit, not net worth. If you’re ready to engage and take control of your finances, we’re ready to help.

  • How often will we meet?

    Typically, we meet every 3–4 months to review progress, update your plan, and address new questions. You’ll also have access in between as needed.

  • Is this a fiduciary service?

    Yes—Renee Cohen, CFP® is a fiduciary, which means she is legally and ethically required to put your best interests first. No commissions. No product sales. Ever.

  • How is this different from working with a traditional financial advisor?

    Nexa Wealth offers a modern, empowering approach built for today’s professionals—especially women. We don’t push products or focus only on investments. We create a judgment-free space to explore your entire financial life.