Professional

My passion and dedication to give the transformative gift of economic security is the driving force of what we do. Viewing myself as each client's personal CFO, I put my specialized knowledge to work every day coaching and offering flexible, tax-efficient financial planning strategies for power women, emerging affluent sports & entertainment professionals, and small business owners who are too busy to quarterback their finances and value having a trusted partner to guide them to the economic security they desire.

I value building long standing, candid relationships, and as partners, it's my intention that our meetings help you to feel relaxed, taken care of, empowered, calm, and confident with the future you are building.

Financial Planning Specialites:

Financial Planning for Power Women:

There is a huge opportunity for women to uplevel their financial lives, however I hear way to 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 financial priories so they can feel confident, capable, and organized. I know firsthand the unique challenges women face when it comes preserving and growing your wealth. We will work together to chart the best path 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 an unique investment opportunities at each stage of their business from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

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Renee Cohen, CLTC®

Financial Advisor

 

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