BUILD WEALTH. PROTECT GENERATIONS & ASSETS. LIVE FINANCIALLY FREE. IMPACT-DRIVEN VISIONARY.
Monica Carter-Soaris, M.B.A., Financial & Life Insurance Professional | Legacy Architect | Private Wealth Futurist | Dynamic Transformational Speaker
Monica Carter-Soaris, Financial & Life Insurance Professional, AI Certified Consultant, and Dynamic Transformational Speaker. She helps high-achieving women build wealth, legacy, influence, and branding through AI, entrepreneurship, and strategic financial positioning, while guiding families and businesses in creating tax-advantaged wealth and leveraging AI to scale effectively. Her passion is empowering women and young girls to become emotionally independent, because when emotions are unstable, finances often follow.
The Heart Behind the Brand
Sophisticated yet strategic, Monica stands at the intersection of finance, technology, and legacy, educating and helping discerning families, entrepreneurs, and professionals to build tax-advantage income streams with Life Insurance you can utilize while you are living, preserve multigenerational wealth, advanced financial planning, and safeguard their estates with precision and purpose. Blending elite wealth architecture with cutting-edge AI innovation, Monica helps her clients scale intelligently, elevating both their financial influence and their family legacy. Her signature approach merges luxury, literacy, and longevity, redefining what it means to build wealth that lasts beyond a lifetime. By empowering her clients to optimize tax-advantage efficiency, expand cash flow, and build sustainable wealth,
she helps them secure their future and eliminate the risk of outliving their retirement resources.
A fearless leader with a heart of gold, her infectious personality/energy and no-nonsense approach, inspires confidence and transformation. Her unwavering commitment to change lives financially by teaching people one timeless truth; “When you understand how money works, your legacy compounds.”
Comprehensive Financial Solutions
Tailored to You
Tax-Free Retirement Planning
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. We can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
LIfe insurance protection
The most important part of preparing for the future is protecting it. I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you've built for you and your loved ones.
Estate & Legacy Planning
Ensure your wealth transfers efficiently to future generations, bypass probate, and preserve wealth for future generations.
Business Strategies
Small business owners need strategic financial and insurance solutions for both themselves and their employees, while also protecting the long-term future of their businesses. We help structure customized strategies designed to safeguard business owners, key employees, and operations, helping ensure financial protection, continuity, and stability when unexpected life or business events occur.
Download Monica's Comprehensive Financial Concepts.
Learn how to keep more of what you earn, protect your money from market risk, and grow your wealth with confidence.
Your Journey to Financial Freedom Starts Here
A simple 3-step process designed for clarity, confidence, and long-term results.
Book Your Complimentary
Financial Needs Analysis
Get clarity on your financial goals, wealth-building opportunities, and current strategies in a focused 15-minute consultation call.
Build Your Legacy Plan
We analyze your income, family goals, and long-term needs to craft a personalized, tax-efficient financial strategy.
Grow & Protect Your Wealth
Enjoy peace of mind knowing your wealth is being built strategically and positioned intentionally to impact generations to come.
Why Families & Entrepreneurs Trust
Monica Carter-Soaris
Over a decade of experience in financial & insurance education
Certified & licensed professional in multiple states
Personalized strategies, no cookie-cutter plans
Blending finance & technology for smarter results
Don't worry, I can help!
TESTIMONIALS
What Clients Say
-Nicola Xanthis
Esthetician 25 years
California
-Mark Miller
Captain, LAFD
CA
-Terry Robnett
Registered Nurse 20+ years
CA
Message from Monica
“My mission is to empower every generation of women to master money with purpose. Financial freedom is not just about numbers, it’s about knowledge, stewardship, strategy, and legacy. When families learn how to protect, grow, and multiply their wealth through tax-advantaged strategies, they have the power to change their family’s story for generations to come. Join us in impacting our
10-Year Crusade to help 10 million families and beyond by 2036.”
Monica Carter - CA License #0L45132 (licensed in multiple states)
World Financial Group Insurance Agency, LLC (in California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts Inc., and/or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products.
California License #0679300
WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300
Many people have experienced various levels of success with WFGIA. However, everyone’s experience may vary. This statement is not intended to, nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system.
Neither WFGIA nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.
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June 2024
