A complete financial-coaching business — the proven 90-Day Financial Reset™ method, your brand on it, your funnel, your pages, your certification — built for you and live in about 3 weeks. You coach. We build everything around it.
Book a Setup Call Application, then a call — this isn’t a checkout.The 90-Day Financial Reset™ is Carlos Román’s system — proven with real clients at Roman Financial Services long before it was ever taught. You’re not launching an idea. You’re launching a method with a track record, under your brand.
You have the skill and the audience — but nothing built to actually put clients into and get paid for.
PDFs, links and DMs. It works until it doesn’t — and it never looks like the premium program you’re charging for.
Funnel, platform, curriculum, automations — months of configuring you should be spending coaching.
Human work with a start and a finish. Delivered once, and it’s yours to keep.
Private sessions for your case, your niche and your launch — not a group call.
Carlos on video, at your pace: pillar by pillar, how to apply it with a real client, how to sell it, and how to handle objections.
The full 90-Day Financial Reset™: 5 pillars, 6 Blueprint™ sessions, worksheets, the Financial Health Scorecard™ and the 12-Month Roadmap.
Run it as your own program, with your name — no royalties, no per-client permissions.
An exclusive niche, a complete Brand Profile, and your real story turned into copy that sells.
All 4 pages — opt-in, program page, checkout and welcome — on your domain and in your brand.
The client login page and the new-user registration page, on your domain and in your brand.
Pages connected to your CRM and pipeline, plus the automation that pings you the moment someone opts in.
VSL script, video-ad scripts, ad copy, email sequences and your sales-call script — done for you.
Roman Wealth Academy Certified Financial Coach™, earned when you complete the 14-Day Challenge.
Phase 1 never includes the system. You buy the method, the right to launch it, the training and the build — not the tool it runs on. That’s Phase 2.
Your training location, fully branded and managed. This is not part of the one-time build — it’s your platform running, billed month to month.
Access, not ownership. The curriculum, certification and niche are yours from Phase 1. The monthly keeps the platform live, updated and managed — stop it and access pauses, but everything you own stays yours.
You send 8 answers plus your brand and photos. That starts the clock.
10 business days: your funnel, access pages, platform loaded, CRM wired, and every script written.
You record your 2 videos from our scripts — 48 hours later your system is live.
Program name, niche, your real money story, credentials, socials, brand and 2–3 pro photos.
Your VSL and video ads — from the approved scripts we hand you. You don’t improvise.
From your own accounts — we guide you through it.
You set and manage your own paid spend.
The coaching with your clients is yours to deliver. That’s the part only you can do.
This is for coaches who already have an audience and are selling. What’s missing is the product and the infrastructure — not the market.
You buy the business once. You keep the platform running monthly. Simple as that.
Your whole business, done once — method, right to launch, training, funnel, pages, CRM wiring and all your marketing. Delivered once, yours to keep.
Your branded platform, running and fully managed. Starts when your system goes live — or 60 days after signing, whichever comes first.
Requires Roman Connect — your CRM and marketing infrastructure (GHL + ClickFunnels), a separate product billed separately. It’s the ground your business is built on. · Not a self-serve checkout: application, call, contract, invoice. We’ll walk you through the full investment on the call.
Book a Setup Call We’ll walk you through the whole offer on the call.No. It’s delivered built and certified — the curriculum, funnel, pages and platform are done for you. Your part is your intake, recording 2 videos from our scripts, and showing up to coach.
Yes. Your domain, your logo, your colors — across the funnel, the access pages and the platform. Your clients experience it as your business, never a template.
No. The one-time build sets up and certifies your business. The platform is Phase 2 — monthly, separate — because it’s a managed service that runs while it’s paid. The build is one-time; the platform is monthly.
Roman Connect is your CRM and marketing infrastructure (GHL + ClickFunnels). It’s a separate product with its own setup and monthly, billed separately — and it’s the ground we build your business on, so you need it in place.
Access to the platform and support pauses — but your curriculum, certification, niche and training stay yours. You own what Phase 1 built; the monthly keeps the platform live.
Yes. The program can be delivered in English or Spanish — your client chooses — so you can serve the U.S. and Puerto Rico bilingual market.
A suggested $1,497 to start — but you set your own price. One client a month covers your managed platform.
One call to see if it’s a fit and map your launch. Your intake starts the 3-week clock.
Book a Setup Call Done-for-you build · managed platform · live in ~3 weeks