As your family grows, so do your responsibilities—and the need for a clear plan. Between school schedules, work commitments, and trying to find time for yourselves, it’s easy to push financial planning to the back burner. But these early years are when the right decisions can make all the difference.

That’s where we come in. We’ll sit down together and take a holistic look at your entire financial picture—your income, savings, insurance, investments, and plans for the future—to create a path that feels doable and right for your family. 

Questions We Can Help With

These are the questions many parents find themselves asking—sometimes late at night, sometimes in those quiet moments when life slows down:

  • Protecting Your Family

  • If something unexpected happened to me or my spouse, would our family be okay financially?
  • Do we have enough insurance to cover living expenses, childcare, and education costs?
  • Would we have the resources to manage if one of us couldn’t work for a while?

  • Planning for Education

  • How much should we be saving for our children’s education, and what’s the best way to do it?
  • Are we using tools like a 529 plan to help our money grow? 
  • How do we balance saving for college with other long-term goals?

  • Preparing for the Future (including yours)

  • Are we staying on track for retirement while raising a family?
  • Is our investment strategy right for this season of life?
  • How can we make sure we’re protecting our kids’ future without sacrificing our own stability?

  • Managing Everyday Finances

  • Do we have a realistic budget that supports both today’s needs and tomorrow’s plans?
  • Is our emergency fund ready for life’s surprises?
  • Are there opportunities to simplify and reduce financial stress?

  • Creating Security and Stability

  • Have we updated wills, trusts, and guardianship plans now that we have children?
  • Are our beneficiaries set up correctly to protect our family’s future?
  • What kinds of experiences and opportunities do we want to provide for our children—and how can we make them possible?

How We Help


You don’t have to have it all figured out before you start. We will keep the process clear and make the planning simple and meaningful for your family.  

Let's Start a Conversation

 
  Romana Wealth Partners  |  3000 Executive Parkway  |  Suite 400  |  San Ramon, CA 94583


Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

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