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Keys to Success

RoMaR’s  holistic approach, inclusive of education, coaching and follow up to meet the financial, retirement and insurance needs of clientele, sets us apart from competitors.  The holistic approach takes into consideration not the economic experience and needs but the underlying actors and attitude toward finances. This approach encompasses:

  • Customized interactive training
  • Financial intelligence (FIQ) assessment
  • Financial status analysis in correlation with financial goals
  • One on one coaching to maximize outcomes
  • Annual reviews and evaluations


Finally, RoMaR successfully delivers personalized financial services for individuals and businesses by developing needs assessments for short and long term financial goals; providing individual plans for savings, retirement and insurance; and providing professional guidance for the implementation of each personalized plan with annual reviews to ensure client is on track.

RoMaR specially targets women’s organizations; associations; business owners; nonprofits and unions.