Financial Planning for Women

21 Days to a Clearer Money Future.

For women who earn well and still feel uncertain about money.

You work hard for your money. You deserve to understand it, feel confident about your choices, and have a clear direction for your future.

Heal. Plan. Invest. runs private 21-day educational experiences for individuals and couples. In three weeks you will organize your financial life, understand your options, and leave with a practical money roadmap you can actually follow.

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See Our Programs Book a Free Discovery Call

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As Seen In

Heal. Plan. Invest.

Heal. Plan. Invest. is a financial coaching practice in Atlanta, Georgia, founded by Shavon Roman. It runs private 21-day educational experiences for women, individually or as couples, covering money mindset, spending, debt and retirement. Program fees range from $1,997 to $10,997, each a one-time fee. Sessions are held by Zoom across the United States, Puerto Rico and the US Virgin Islands.

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Heal.

Before you can build a better financial future, you need to heal your relationship with money. We help you confront emotional spending, release guilt, and overcome shame so you can move forward from a grounded, empowered place.

Healing focuses on:

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Releasing shame and guilt around your financial past

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Building self-trust when it comes to money

Confronting emotional spending habits

Healing your inner child and shifting money mindsets

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Plan.

Once healing begins, it’s time to make a plan that reflects your goals, values, and lifestyle. Our tools guide you through budgeting, saving, and setting boundaries that support your vision.

Planning includes:

Creating a spending plan rooted in your real-life priorities

Setting financial goals and building achievable steps

Saving money without sacrificing joy

Learning to set and maintain boundaries with yourself and others

Invest.

After healing and planning, you’re ready to build long-term wealth. Investing with intention means you get to secure your future and fund your joy—not just survive, but thrive.

Investing supports you with:

Learning the basics of investing and how to get started

Building generational wealth without hustle or burnout

Embracing mindful spending aligned with your values

Reframing what wealth means—on your terms

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START YOUR MONEY RESET WITH HEAL. PLAN. INVEST. TODAY!

3 Step Financial Foundations Program

Members Exclusive Perks & Resources

Monthly LIVE Q&A Sessions With $havon!

Huge Time & Cost Savings

Price: $297 (One-Time Fee) LAUNCH SPECIAL

Let's Start Here.

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Client Love

"A lot of money was coming in, but I did not know how to manage it. Shavon helped me implement strategies nearly a decade ago that have completely changed my life."

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Christina Collado

Business Owner, Astrid

"I was interested in building generational wealth, and that's what Shavon has helped me with. Even though I am in the finance world, I wanted to work with an expert."

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Kendra Ringer

Sr. Finance Manager, Amazon

"Working with Shavon gives me and my husband peace of mind. Having the support of a financial advisor combined with motivation from the community is an absolute game changer."

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Lyssa Howley

Director of Operations, Oppty

"Shavon's team helps me manage my tax liability, my debt and spending. What Shavon is doing with Heal. Plan. Invest. is going to help a lot of people. It's a beautiful thing."

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Nikkia Dean

Market Group Manager, Delta Airlines

"I work hard, and I know how to save money. But I didn't know how to manage it. Shavon makes me feel like family. Shavon is someone you truly can trust."

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Uncha “Lee” Shreve

Operation Service Manager, Delta Airlines

"I met Shavon about 12 years ago at a time that was very hard in my life. My sister had passed and Shavon had so many resources to help my family."

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Tania Davis

C.Service Supervisor, Premier Sports Group

We do not provide legal, accounting, tax or investment advice. Our services are strictly educational. Any statement regarding such matters is explanatory and may not be relied upon as definitive advice. All clients are strongly encouraged to consult with their legal, accounting, tax and investment advisers regarding any potential financial actions.

The information and any opinions contained herein have been obtained from sources that we consider reliable, but we do not represent such information and opinions are accurate or complete, and thus should not be relied upon as such.

The views expressed are subject to change. The information and opinions contained in this communication are deemed by Oppty LLC dba Heal. Plan. Invest. to be reliable but are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Oppty LLC dba Heal. Plan. Invest.

Each person’s financial needs are different. Therefore, while we provide education as to various types of financial strategies, any financial decision and the outcome from it will vary and cannot be guaranteed.

21 Days to a Clearer Money Future.

As Seen In

Heal. Plan. Invest.