Revolutionizing the Money Conversation

How's your relationship with money? Our connection to money is just as vital as any other relationship in our lives. And just like a partnership, friendship, or family bond, how intentional we are with our money makes a big difference.

Our Mission: To transform our client’s path to financial wellness.  We provide our clients with a guilt-free way to organize their money and a roadmap to help them achieve the financial outcomes they desire for their future while enjoying their life now

Our Values: A true believer in the collaborative method, we are a champion, mentor, educator, and friend through each step of the financial plan. We do this through value-based consulting expertise to understand your priorities and give you the narrowed education around your financial options to make sure you're optimizing all the right boxes and not missing an opportunity to be smarter with your money. 

Together, we’ll lay the strategic groundwork necessary to fortify your present and protect your future. This process isn’t about judgment or strong-arming you from the financial wheel, it’s about educating and equipping you with the right tools to make the best possible choices – ones that will power your purpose, achieve your goals, and enhance your ability to care for the people you love.

Because money doesn’t matter for what it is, it matters for what it does.

If you’re ready to transform your financial journey, reach out today

Financial Planning Specialties:

Financial Planning for Power Women:

There is a huge opportunity for women to uplevel their financial lives, however, I hear way too often from successful, power women that it can feel intimidating and overwhelming. My goal is to eliminate the confidence gap and guide women to navigate competing for financial priories so they can feel confident, capable, and organized. I know firsthand the unique challenges women face when it comes to preserving and growing their wealth. We will work together to chart the best path for your long-term financial security on your terms.

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Financial Planning for Divorce:

Going through a divorce is never easy. The emotional, financial, and mental stress can often feel overwhelming and create fear and uncertainty. With the right financial planning, you can move past divorce and into a future of new possibilities with confidence. If you are preparing for, in the middle of, or have finalized your divorce, I will provide you with the immediate clarity of the realities of the process and ensure you step into a sound financial position to support you and your children in the years to come. 

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Financial Planning for Business Owners:

Business owners have a unique investment opportunity at each stage of their business from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Renee Cohen, CFP®, CLTC®

Financial Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck