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Where Money Meets the Mind and True Transformation Begins

Money isn’t just math, it’s mindset, emotion, and story.
At Heal. Plan. Invest., we help you rewrite that story with compassion, clarity, and strategy. Below are answers to the most common questions from women ready to take their first step toward financial peace and freedom.
‍Take your time. Breathe. You’re exactly where you’re supposed to be. 💛

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Getting Started

How do I know which program is best for me?

If you’re unsure whether you’re ready for The Money Reset™, The Millionaire Shift™, or The Six Figure Retirement don’t worry, we’ve got you covered.

Visit [Your Journey Starts Here] to see which description fits your money story right now. Once you’re ready, you can always upgrade as you grow.

Do I need to already have a lot of money saved to work with you?

Not at all. Heal. Plan. Invest. was designed for women who are ready to shift, from surviving to thriving. Whether you’re just starting or scaling, we meet you where you are.

Commitment & Results

How long is the process?

Each program has its own rhythm:

  • The Money Reset is self-paced and includes three guided modules, most clients finish within a few weeks.
  • The Millionaire Shift and Six Figure Retirement last about 45 days, including 1-on-1 coaching and four private sessions.

We encourage you to go all in. True results come from full focus and intentional action.

What if I fall behind?

We’ve got you. If life happens and you need time to catch up, our team will help you refocus and reset. Progress over perfection, always.

Money Mindset & Philosophy

How are your services different from traditional financial advisors?

Traditional advisors focus on numbers. We focus on you.

At Heal. Plan. Invest., we help you heal money wounds, release limiting beliefs, and build a personalized strategy. Then we teach you to plan with confidence and purpose. It’s money with heart.

Why do you focus on women?

Because the financial industry wasn’t built with us in mind.

We’re here to change that narrative. Heal. Plan. Invest. is a safe space for women to be seen, understood, and empowered to create generational wealth.

What if I’ve worked with a financial advisor before and it didn’t help?

Many of our clients came from that exact experience. The difference? We start with your money story, not just your net worth. You’ll learn both the mindset and the mechanics of building a new money story.

Do you only talk about budgeting?

No. Our work covers your full money picture: debt management, insurance planning, estate planning considerations, retirement strategy, and money mindset.

I share finances with my partner/spouse but they are not ready to commit to the program. Can I still participate?

Of course. We will customize the Millionaire Shift and Six Figure Retirement sessions to fit your individual needs, while still keeping in mind shared financial accounts and goals. We hope upon witnessing the success of these programs that your partner will want to enroll in Heal Plan Invest for their money story. 

Logistics & Policies

I don’t really have the extra funds to commit to the full cost. Can I still participate?

We understand. If now isn’t the right time, explore our free savings resources to start making progress today. When you’re ready to invest in yourself, we’ll be ready to walk beside you.

Do you offer payment plans?

At this time, we don’t. We’ve found that women who make a full commitment from the start show up differently, and that’s where transformation happens.

If I feel like I’m no longer ready, can I opt out of the program?

Please refer to our Refund Policy or reach out to our team. We’ll help you navigate next steps with care and clarity.

Is this coaching confidential?

Absolutely. Your financial and personal information are protected under a strict confidentiality agreement. All employees at Heal Plan Invest are background checked and trained to safeguard all sensitive information. Heal Plan Invest is also insured to maintain the safety and protection of clients. Your journey stays between you and us.

Can I work with Shavon directly?

Yes! Many programs include 1-on-1 coaching with Shavon Roman, Chief Money Strategist and Founder of Heal. Plan. Invest., who has helped over 3,000 families achieve financial freedom. We also have a team of money coaches who hold the correct certifications, education, and training, guided under Shavon to implement the philosophy of Heal Plan Invest.

Do you only work with clients in the U.S.?

While our philosophy is universal, our tax and insurance-planning suggestions are based on U.S. policies. If you live abroad, contact us to confirm the best program fit for your goals.

More About the Experience

What makes Heal. Plan. Invest. different from other money coaches?

We don’t just change your budget, we help you change your beliefs. Our programs heal your relationship with money, build your strategy, and empower you to invest in yourself with purpose.

Do you work with couples or business owners?

Yes. We serve individuals, families, and entrepreneurs who want to align their money with their mission.

Can I see client results?

Yes! Explore our Testimonials Page to see real client stories—from debt-free transformations to six-figure wealth builders.

Still Have Questions?

You deserve peace with your money.
If you have more questions, or you’re ready to start your transformation, ✨ Book your free consultation today.

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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.