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The Best Financial Coaching For You

We make sure no stone is left unturned to find you the best possible options for your coverage based on your health, your income needs, and the current value of your coverage.

My Services

See what I have to offer
Financial Coaching

Quickly assess your unique financial personality and place a positive future within your grasp.

Whole & Term Life Insurance:

Demystify the strengths and benefits of these distinct products and gain some insider secrets.

Annuities & Indexed Life Products

Learn how you could achieve safe and tax free or tax deferred returns without market risk.

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About Carolina

Carolina Madeleine  Reid achieved an MBA in Europe at The European Business Institute (INSEAD) and a BA in Earth Sciences from Dartmouth College. After her MBA she worked in the US and Europe with Major hospital systems understanding how best to use insurance systems to achieve the delivery of the highest quality of medical equipment and care to patients. She has worked with technologies and in international business and has a profound curiosity on how to continuously improve services to clients and has worked for companies like IBM, GE, United Airlines and Avon. 

My Guarantee

Transparency: all actions are transparent and we always leave you with a written record of what we talk about. We know it’s hard to remember these things. 

Education: I will help educate you to the fullest extent you want

Accountability and openness: I will be open and accountable on all agreements and will expect the same from you.

Stewardship of Health: Your health is your ticket to wealth and we love to offer any tips you seek.

Equal treatment of all people: We value and serve all people with the best level of care regardless of race, religion or sexual orientation. 

Giving back: We give back in your local community. 

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Contact Me

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