No matter your season or situation, we help you make smart money moves with confidence

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.

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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:

  • Build and manage a personalized investment strategy

  • Plan proactively for taxes, especially around income, equity, and business revenue

  • Make smart cash flow and savings decisions that free up your time and mental bandwidth

  • Navigate career shifts, big purchases, and life transitions with clarity

  • Review and manage insurance, estate planning, and retirement goals

  • Ensure your wealth supports not only your goals, but also the people and causes that matter most

Wealth Builder

Have a big financial decision on your plate, but not ready for a full planning relationship? The Wealth Accelerator is a short-term, high-impact engagement designed to bring clarity and momentum to one core area of your finances.


We work closely over 4–6 weeks to tackle one or two core areas of your finances, then stay in your corner for a full 3 months.


Whether it’s equity comp, taxes, or getting a handle on your cash flow, you’ll walk away with a clear plan, next steps, and a strategy that makes sense for your life, not a generic to-do list.


During our focused work together, we might cover:

  • Equity compensation (RSUs, ESPPs, ISOs)

  • Cash flow or debt management

  • Investment strategy + account alignment

  • Tax strategy for high-income earners

  • Business cash flow or owner compensation
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Get Clarity In Minutes

Answer a few questions and receive a personalized financial health score.

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.

A Long-Term Strategy for Real-Life Results

Your financial plan shouldn’t sit in a drawer. With Nexa Wealth Mastery, your plan stays active and evolving. We guide you through life’s milestones and decisions—whether it’s negotiating a raise, buying a home, or planning for retirement—so your money supports your life, not the other way around.