About
Hello. I am a licensed financial services professional that is affiliated with New York Life Insurance Company. I offer a variety of services that can help you meet your needs including Retirement Planning, Financial Planning, College Funding, 401K Rollovers, Life Insurance, Disability Insurance, Mortgage Insurance Protection, Long Term Care, and Lifetime Income Strategies.
I enjoy helping individuals, retirees, families, millennials, teachers, federal and state employees, and small businesses protect their life, health, and wealth; thereby giving them peace of mind and security when putting plans in place for their future and leaving a legacy for their children and grandchildren.
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Carina
Frequently asked questions
What is your typical process for working with a new customer?
Schedule a free, one-on-one strategy session with the clients to learn more about them, their needs, and determine if we are a right fit to work together.
What education and/or training do you have that relates to your work?
My credentials are: (1) Certified Life, Health, Accident, Sickness, and Annuity Agent; (2) Certified Financial Education Instructor (CFEI); (3) Certified Personal Finance Coach
Do you have a standard pricing system for your services? If so, please share the details here.
I have pricing systems for my 1-on-1 and group coaching programs. I have 90-day, 6 months, and 12-months coaching programs for clients. Prices vary based on the package the client selects.
How did you get started in this business?
I started six years ago coaching family and friends through their divorce and financial setbacks. I decided to start my business because I saw there is a need to help and serve clients who are going through life's problems and need help navigating their way to breakthrough, freedom, and happiness.
What types of customers have you worked with?
Divorced and financially distressed clients.