MILLIONAIRE SHIFT™

Are you Ready for the Millionaire Shift?

“I make good money… so why does it still feel like a mess?”

Millionaire Shift™ is a private, one-on-one coaching experience designed for high-achieving women who are ready to clean out the financial chaos and finally build aligned, abundant wealth.

Let’s Keep It Real:

You’re not alone. For most women, their financial life feels like that one junk drawer in the kitchen.
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You know the one.
Receipts, coins, rubber bands, a pair of scissors, a bill you meant to pay, an old charger you might need one day.
Everything important is in there — but nothing’s where it should be.

That’s how your finances feel right now:

A little savings

A 401(k) you forgot about

Credit cards, tax worries, insurance concerns

That one student loan you’ve been meaning to deal with

The heavy feeling that you should be further along

THIS IS FOR YOU IF:

You make decent (or great) money but still feel like you’re behind

You’ve outgrown budgeting apps and want real strategy

Your finances feel cluttered — and you want clarity fast

You’re ready to grow your income, clean up your money, and invest smarter

You’re craving personalized support — not one-size-fits-all advice

LEARN MORE

WHAT’S INCLUDED

Over Four 60-minute private coaching sessions with Shavon Roman, we'll:

Clear the confusion and bring order to your money

Heal the patterns that keep you stuck at a financial plateau

Map out a custom strategy based on your goals and values

Shift your mindset and strategy to reflect the millionaire you’re becoming

This isn’t just numbers on a spreadsheet.
This is how we move your entire money identity into a new season.

THE DETAILS

Timeline: 45 days

Sessions: 4 private Zoom calls

Format: 1:1 coaching (not a group)

Who it’s for: Women ready for fast financial transformation

Start date: Rolling — limited spaces available

THE INVESTMENT

The Millionaire Shift is a private, high-touch coaching experience intentionally designed to deliver real transformation in just 45 days. To ensure the experience is aligned and powerful, you’ll begin by completing a brief application.

HAVE A PARTNER?

Please let us know in your application that you want to include your partner’s money story at the most supportive price.

WHAT YOU’LL WALK AWAY WITH:

An actionable strategy with access to Shavon’s proven methods to scale your wealth, trusted by over 3,000 families to date.

A fully personalized Millionaire Shift Plan covering income, debt, savings, insurance, retirement, and legacy

Tools to organize, simplify, and automate your money for less stress and more results

Strategic mindset coaching, to release scarcity, shame, and confusion

Next Steps:

Let’s start with a complimentary discovery call to explore if this is the right fit for you

Book Discovery Call

CLIENT RESULTS + TRANSFORMATION

“I was making six figures and still feeling broke. Millionaire Shift gave me the clarity I didn’t know I needed — now I’m saving, investing, and have a strategy that finally makes sense for me.”

P. Henderson

“I walked in confused and overwhelmed. I walked out confident, clear, and calm about my financial future. Every woman should do this.”

T. Santiago

“It felt like my money was just scattered everywhere — like a junk drawer I didn’t want to open. Now I know what I have, where it’s going, and what it’s building. I feel free.”

N. Roker

“Before Shavon, I was overwhelmed and ashamed. Now I feel in control — and hopeful.”

T. Davis

“This course is the first time I felt like someone got me. It’s simple, powerful, and it works.”

C. Collado

Why This Works:

You’ve tried to figure it out alone.
You’ve done the work, the degrees, the career, the family.
You’ve read the books.
But now, it’s time for a strategy built for YOU.
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If you’re ready to move from financial clutter to clarity
From “doing okay” to building real wealth
From overwhelm to action

Millionaire Shift is your next step.

ARE YOU READY TO SHIFT?

Book Discovery Call

A NOTE FROM SHAVON

This isn’t about perfection.
This is about peace.
About clarity. About power.
You already have what it takes to build wealth. You just need the right system, the right support, and the space to step into your next level.
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Let’s clean out the junk drawer.
Let’s get your money in order.
Let’s build something lasting, and finally make it make sense.
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‍Your shift starts now.
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‍With love and belief,
‍Shavon

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.

Are you Ready for the Millionaire Shift?

Let’s Keep It Real:

THIS IS FOR YOU IF:

WHAT’S INCLUDED

THE DETAILS