Insurance Services – Financial House Architect

Protect What You’re Building

How Insurance Fits Into the Financial House Model

When we coach together, I help you build your financial foundation — budgeting, paying off debt, saving money, and understanding how money works.

Once that foundation is solid, the next step is protection — making sure that everything you’ve built doesn’t collapse if the unexpected happens. That’s where term life insurance comes in.

Term life insurance is

Affordable

Coverage that fits your monthly budget

Simple

Pure protection — no confusing cash value or hidden fees

Family-focused

Helps replace your income so your loved ones can stay in the home, cover expenses, and stay financially stable if something happens to you

Flexible

You choose the term and the coverage amount to fit your goals

As a licensed agent, I help you make informed, pressure-free decisions about coverage — only after you’ve gained clarity through coaching.

Most of my clients come to me not thinking about insurance — they’re focused on survival.

That’s why I always start with free financial literacy coaching. Once you’ve built a budget, reduced debt, and stabilized your situation, we can discuss protecting what you’re building in, if and when you’re ready.

This approach builds trust, not pressure.

If you're ready to talk about protecting your family with affordable term life insurance, let’s schedule a licensed consultation.

These appointments are only available to New York residents and are separate from your coaching session.

Life insurance services are offered through Primerica Life Insurance Company. I am a licensed representative in the state of New York.

This page does not constitute an offer or solicitation for insurance. Any insurance services discussed are separate from educational coaching and follow state and legal guidelines.