I started Heal. Plan. Invest. after spending over a decade in the financial services industry and realizing something was broken. The traditional financial world was designed to serve people who already had money…not those who needed the most help to build it. It ignored the people who wanted to start over financially, the people starting closer to zero than a million, and the people trying to retire successfully with what they have.

I saw clients with incredible potential being overlooked because they didn’t fit the mold. They weren’t “profitable enough” for the firms I worked at. But I knew they could become millionaires with the right guidance, support, and plan. That realization was my turning point.

Heal. Plan. Invest. was born from that mission to create a space where people can feel seen, safe, and empowered to rewrite their money story. To “Heal” the fears, traumas, and limiting beliefs that hold us back, resulting in a Money Reset. Then “Plan” the roadmap to stability and growth through the Millionaire Shift. And finally “Invest” in something more than the markets, but in yourself, your dreams, and your well-being to secure a Six Figure Retirement.

As for my inspiration, it’s my own lived experience as a Black Latina woman. It's my mother, grandmothers, and the countless families I met who were told they’d never “have enough” to deserve real money guidance. I want to make sure that the next generation, especially Black and Brown women, don’t have to carry those same burdens. We’re creating our own access to the resources and information needed for long lasting wealth, with empathy, wisdom, and strategy at the forefront. 

Money has a way of revealing what's beneath the surface—our hopes, fears, and trauma. For so many women, managing money feels overwhelming. It can also feel shameful, especially if we feel "behind." But here's the truth: you are not behind. You are exactly where you need to be to begin your transformation TODAY!   

Heal. Plan. Invest. is more than money management—it's a movement born from my story and the stories of thousands of women like us—women who, despite being overlooked by traditional financial institutions, are ready to reclaim their money power and change the lives of their future self.

With Love and Belief,  

Shavon Roman

Founder & Chief Money Strategist, Heal. Plan. Invest. 

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