Support That Meets You Where You Are
Whether you’re looking for a long-term financial partner or just need expert guidance on a big decision, we’re here to help. Our services are designed to support you in real life through seasons of change, moments of momentum, and everything in between.
Nexa Wealth Mastery
Nexa Mastery is for those ready for a trusted partner to help them build, protect, and grow wealth with intention—year after year.
Your financial life isn’t just numbers on a spreadsheet—it’s your time, energy, relationships, and future all intertwined. That’s why we bring together strategy, structure, and decision-making support to help you:
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Build and manage a personalized investment strategy
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Plan proactively for taxes, especially around income, equity, and business revenue
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Make smart cash flow and savings decisions that free up your time and mental bandwidth
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Navigate career shifts, big purchases, and life transitions with clarity
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Review and manage insurance, estate planning, and retirement goals
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Ensure your wealth supports not only your goals, but also the people and causes that matter most
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Investment starting at $6,000, which includes a one-time new client onboarding fee of $2,000
Wealth Accelerator
Sometimes, you don't need a full financial plan—you just need smart answers to the decision in front of you. You need someone who can zoom in on this moment, make sense of the moving parts, and help you take your next step with clarity and confidence.
You want strategy, not stress.
Whether you're weighing a job change, navigating equity comp, facing a divorce, or asking "can we actually afford this?"—you want someone who gets it. Someone who can connect the dots, talk it through, and help you walk away with a plan that's smart, personalized, and feels right. In weeks, not months.
That's exactly what Wealth Accelerator gives you.
We work closely together over 4–6 weeks to solve the specific financial challenge in front of you—then stay in your corner for a full 3 months as you move forward. You get focused strategy, clear next steps, and ongoing support when new questions come up.
No drawn-out timelines. No cookie-cutter advice. Just the clarity and confidence you need to make your next move.
During our focused work together, we might cover:
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Equity compensation (RSUs, ESPPs, ISOs)
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Cash flow or debt management
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Investment strategy + account alignment
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Business cash flow or owner compensation
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Tax strategy for high-income earners
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Investment starting at $2,400
The Confident Wealth Assessment
Answer 12 quick questions to find out what’s working, what’s unclear, and what your next steps could be.
Ready to Build Financial Confidence for Life?
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.