Six-Figure Retirement™

LET’S BUILD A SIX-FIGURE RETIREMENT.

“Money. Rest. Repeat.”

The Six-Figure Retirement™ is a high-touch, custom financial planning experience for the woman who’s ready to retire with power and peace not pressure. You’ve made the money. Now it’s time for it to make sense.

Let’s Keep It Real:

You’ve done what most never could.
Held down a career. Supported a family. Out earned expectations.
And somehow still feel like you’re not fully prepared for the future.
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This isn’t because you failed.
It’s because no one ever gave you the full picture.

THIS IS FOR YOU IF…

You have a solid income but no clear retirement strategy

You feel left out by traditional financial advisors

You want rest that’s built in, not burned out

You have life goals beyond “just getting by”

You desire peace of mind, without giving up lifestyle

You are ready for a plan that makes room for your wholeness

LEARN MORE

WHAT’S INCLUDED

Over Five 60-minute private coaching sessions with Shavon Roman, we’ll:

Full Financial Review & Six-Figure Plan

“Rest & Reset” Money Mindset Session

Lifetime Access to Tools & Retirement Workbook

30 Days of Text/Email Support

Bonus: 15-Min Check-In Call (30 Days Later)

We’ll review and define your expectations for retirement, all while creating the bridge to get there.

THE DETAILS

Timeline: 45 days

Sessions: 5 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 Six-Figure Retirement is a sacred space to get your money organized, your plan aligned, and your rest restored. To ensure individuals and couples can best benefit from the program at this time, we begin with a discovery call.

HAVE A PARTNER?

Because wealth should work for both of you, Heal Plan Invest also offers joint retirement strategy and transformations. Aligning your retirement timelines, assets, and goals together, this includes:

Couples Financial Strategy Session

Dual Planning + Income Optimization

Unified Peace + Clarity Around Retirement

“My husband and I finally feel on the same page. We have a real plan and a clear path forward.” – Lyssa H.

WHAT YOU’LL WALK AWAY WITH:

Your Customized Six-Figure Retirement Roadmap
No more guessing. We’ll look at everything income, 401(k), investments, annuities, social security and create a plan that works for you.
No fluff. No overwhelm. Just real transformation.

Peace You Can Feel in Your Soul
This is about more than numbers. You’ll leave with a lighter heart, a clearer mind, and a confident direction.

A Simpler, Smarter System
‍We cut through the confusion. You’ll get the tools, the guidance, and the plan without the overwhelm.

NEXT STEPS:

Ready to Begin?
‍We’ll start with a free discovery call to talk about your goals and money story and see if this program is the right next step 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:

No one taught you how to turn income into strategy.
How to retire with confidence not confusion.
How to make money feel like a soft landing, not a hard hustle.

That’s what this is.
A turning point.
Your Six-Figure Retirement starts now..

You’ve carried the weight long enough.

Now it’s time for your money to carry you.

Apply for Six-Figure Retirement

A NOTE FROM SHAVON

This isn’t just retirement planning.
This is your release.
From confusion. From pressure. From doing it all alone.
‍
You already earn the money.
Now it’s time for that money to take care of you.
‍
Let’s clear the fog.
Let’s organize the future.
Let’s make it feel like rest.
‍
You don’t need more hustle.
You need a plan, one that honors your whole self.
‍
Your peace is not a luxury. It’s your next move.
‍
With Love & 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.

LET’S BUILD A SIX-FIGURE RETIREMENT.

Let’s Keep It Real:

WHAT’S INCLUDED

THE DETAILS