An integrated and personalized path to financial planning
Our Financial Coaches are trained to analyze your finances and identify opportunities to better manage your money.
A Financial Partner For Your Entire Life
Instead of making decisions for you, we focus on teaching money management skills resulting in the confidence required to reach your financial goals. Once you set a personal financial goal, we assist in putting a specific plan together and support you through the execution of the plan.
You May ask... What can a financial coach help me with?
Our Financial Coaches help you with....
Budgeting/Debt
Management
Stop Living
Paycheck-to-Paycheck
Build an
Emergency Fund
Connect with a Financial Coach
We provide remote coaching using whatever method you are most comfortable (Zoom or In-person Meetings). These One-on-One coaching sessions have proven to be efficient to review client financial goals, address questions, teaching and modeling money management skills, review documents, share insights or research, etc. Rates $35/hour
Financial Meeting
Why Financial Planning?
Financial planning is one of the most crucial steps for any person - regardless of whether they earn any income or not.
Achieve Financial Goals
Preparation for Emergencies
Improved Standard of Living
Financial Security & Independent
Get an Early Retirement
Message us
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Roman Financial Services is a full-service financial wellness company based out of West Palm Beach, Florida. We offer a range of financial planning. Whether your goal is to plan for retirement at an early age, restructure your existing investment portfolio or to ensure you have enough life insurance for your loved ones, we are here to help.
Visit Our Office: 1760 N Jog Rd Suite 120, West Palm Beach, FL 33411
Monday - Friday - 10:00 AM-5:00 PM
Sat - Sun - By Appointment
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