About


As a Behavioral Wealth Specialist, Cohen helps clients address the qualitative aspects of wealth management by providing a framework for understanding the emotional and behavioral components of their financial decisions. Her professional acumen as a Marriage and Family Therapist paired with her experience as a coach allows Cohen to be an effective thought partner as clients navigate the dynamics of wealth and life transitions. Beyond work, Cohen enjoys music, spending time outdoors and traveling with her family.


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Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your money beliefs.
Cohen Taylor CFSW, LMFT

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