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Shavon Roman

Heal. Plan. Invest.

Services

Testimonials

Enjoy MORE,
stress less NEVER,
and have FUN
achieving
financial
FREEDOM

Hey ladies!!! I’ve helped over 3,000 women break free from debt and achieve financial security without having to sacrifice the things that make them smile along the way. I’d LOVE to help you do it too!

Here’s how:

Enjoy MORE,
stress less NEVER,
and have FUN achieving
financial FREEDOM

Hey ladies!!! I’ve helped over 3,000 women break free from debt and achieve financial security without having to sacrifice the things that make them smile along the way. I’d LOVE to help you do it too!

Here's how

Kickstart Your Financial Freedom with $havon's FREE 10-Step Action Plan

Discover the secrets to achieving financial independence with $havon's proven 10 step action plan. This FREE guide covers fundamentals including:

Mastering your budget and optimizing your expenses

Protecting your hard-earned money with smart saving and simple financial techniques

Easy to implement, proven techniques to

DOWNLOAD FREE GUIDE
DOWNLOAD FREE GUIDE

Members Only Access:

3 Step Foundational Financial Program

Monthly Exclusive Live Streams & Special Guests

Community of Thriving, Empowered Women

Learn More

About $havon Roman:

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.
$havon’s Story (3 min):

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

About $havon Roman:

Heal. Plan. Invest.

$havon has worked 1 on 1 with thousandsof local clients in Atlanta. She wanted to extend her reach to be able to help as many women as possible, nation-wide.
Heal. Plan. Invest. is a simplified 3-step fast track program that combines the most important topics and core elements of her in-person financial consulting. The same great information, more economical, and at your own pace.

Heal.

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

Plan.

Take Charge of Your Money: Craft a Winning Financial Strategy
Unlock the power of effective financial planning with our expert guidance. In a world where many plans fall short, learn the secrets to building a foolproof action plan that delivers solid results. With proper planning and strategic execution, you'll be on your way to a prosperous future. Let's create the ultimate roadmap to financial success together!
Fast Track to Financial Independence & Retirement Bliss
Supercharge your journey to financial freedom with tailored strategies for optimizing your benefits, including 401k, FSA, HSA, and both employer-sponsored and individual plans. Unlock the secrets to making the most of your golden years while achieving financial independence sooner than you ever imagined. Embrace the retirement lifestyle you deserve without the wait!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

Invest.

Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!
Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!
Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!
Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!
Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!
Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!
Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!

START THE HEAL. PLAN. INVEST. PROGRAM!

3 Step Financial Foundations Program
Members Exclusive Perks & Resources
Monthly LIVE Q&A Sessions With $havon!
Huge Time & Cost Savings
Price : 

LAUNCH SPECIAL

START YOUR ENROLLMENT NOW

Heal. Plan. Invest.

$havon has worked 1 on 1 with thousandsof local clients in Atlanta. She wanted to extend her reach to be able to help as many women as possible, nation-wide.
Heal. Plan. Invest. is a simplified 3-step fast track program that combines the most important topics and core elements of her in-person financial consulting. The same great information, more economical, and at your own pace.

Heal.

1

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

2

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

3

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

4

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

5

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

6

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

Plan

1

Take Charge of Your Money: Craft a Winning Financial Strategy
Unlock the power of effective financial planning with our expert guidance. In a world where many plans fall short, learn the secrets to building a foolproof action plan that delivers solid results. With proper planning and strategic execution, you'll be on your way to a prosperous future. Let's create the ultimate roadmap to financial success together!

2

Fast Track to Financial Independence & Retirement Bliss
Supercharge your journey to financial freedom with tailored strategies for optimizing your benefits, including 401k, FSA, HSA, and both employer-sponsored and individual plans. Unlock the secrets to making the most of your golden years while achieving financial independence sooner than you ever imagined. Embrace the retirement lifestyle you deserve without the wait!

3

Ignite Your Educational Passions & Pursuits
Dive into a world of educational opportunities with a treasure trove of funding resources, financial aid, and student loan options. Uncover the secrets to saving for a brighter future, and venture beyond the conventional with an array of thrilling alternatives to traditional education. Embrace the adventure of learning and unlock your full potential!

4

Mastering the Art of Financial Balance
Navigate life's uncertainties with confidence, exploring car and home financing, maximizing employer benefits, and understanding the unexpected twists life can throw at you. Prepare for job loss, the loss of a loved one, or navigating a divorce with grace. Discover invaluable life insurance insights and get my comprehensive checklist to help you achieve peace of mind in any situation.

5

Tax Smart Strategies for the Empowered Woman
Conquer the tax world and keep more of your hard-earned money with our insider tips! As a non-business owner, learn how to minimize taxes in retirement, optimize your investments, and make the most of your employer-provided benefits. I’ll guide you through mastering tax deductions, nailing your tax return, and choosing the perfect CPA who truly understands your needs. Become a tax-savvy powerhouse and watch your savings grow!

6

Design Your Dream Life: Your Roadmap To Success and Fulfillment
Harness the power of SMART Goals (Specific, Measurable, Attainable, Realistic, and Timely) to pave the way to the life you've always desired. Learn how to hold yourself accountable and achieve your goals, while discerning when to tackle challenges solo and when to enlist the help of a trusted financial advisor. Your dream life is within reach – let's make it happen!

Invest.

1

Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!

2

Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!

3

Unlock the Power of Diverse Investments: Your Ultimate Guide
Embark on a thrilling journey through the world of investment options, understanding their unique features and risks. We'll help you pinpoint the perfect investments tailored to your needs and goals while providing a wealth of resources to support you every step of the way. Get ready to unlock your financial potential and soar to new heights!

4

Design Your Dream Legacy: Estate Planning Made Fun!
Unleash your inner powerhouse and protect your family's financial future with style! In this upbeat guide, we'll explore the ins and outs of crafting a personalized plan with wills, advanced directives, and power of attorney. Dazzle your loved ones with the perfect trust setup and team up with a financial advisor who gets you, to effortlessly manage your estate and make your mark on the world.

5

Own Your Financial Journey: Flourish and Prosper
As you celebrate the completion of the Heal. Plan. Invest. Program, you now have a clear understanding of your financial standing, the steps ahead, and the strategies to achieve your goals. With newfound clarity, you can confidently decide which aspects of your financial journey you'd like to manage on your own and where you might need expert assistance. Together, we'll explore the comprehensive range of services offered by my dedicated team, ensuring you have the support and guidance you need to make your financial dreams a reality. Cheers to a thriving future!

START THE HEAL. PLAN. INVEST. PROGRAM!

3 Step Financial Foundations Program
Members Exclusive Perks & Resources
Monthly LIVE Q&A Sessions With $havon!
Huge Time & Cost Savings
Price : 

LAUNCH SPECIAL

START YOUR ENROLLMENT NOW

Debt Reduction

Debt Reduction Coaching is a personalized approach to help you become debt-free. Managing debt can be overwhelming and stressful. $havon’s team is here to help you develop a plan to reduce your debt and achieve financial freedom.
Whether you'r
estruggling with debt
Navigating a complex
financial situation
Or experiencing
a major life change

Don't let debt hold you back! Start your journey toward financial freedom today.

Price: 

$497

Our Debt Reduction Coaching Package includes the following:

A 60-minute consultation to discuss your current debt situation and goals
Review of financial documents and analysis of your current debt
Identification of potential risks and opportunities
Development of a personalized short-term and long-term debt reduction strategy
Assistance with implementing the debt reduction strategy
Ongoing support and guidance for 30 days via email
Purchase

Debt Reduction

Debt Reduction Coaching is a personalized approach to help you become debt-free. Managing debt can be overwhelming and stressful. $havon’s team is here to help you develop a plan to reduce your debt and achieve financial freedom.
Whether you'r estruggling with debt
Navigating a complex financial situation
Or experiencing a major life change

Our Debt Reduction Coaching Package includes the following:

Don't let debt hold you back! Start your journey toward financial freedom today.

Price: 

$497

Our Debt Reduction Coaching Package includes the following:

A 60-minute consultation to discuss your current debt situation and goals
Review of financial documents and analysis of your current debt
Identification of potential risks and opportunities
Development of a personalized short-term and long-term debt reduction strategy
Assistance with implementing the debt reduction strategy
Ongoing support and guidance for 30 days via email
Purchase

Spending  Audit

Debt Reduction Coaching is a personalized approach to help you become debt-free. Managing debt can be overwhelming and stressful. $havon’s team is here to help you develop a plan to reduce your debt and achieve financial freedom.
Are you struggling to get your finances in order on your own?
Are you struggling to get your finances in order on your own?
Are you overwhelmed by the amount of money coming in and going out each month?

Whether it's credit card debt, student loans, or other financial obligations - our spending audit service is your first step to healing your finances and planning for a better future.

This service is designed to help you identify areas where you may be overspending or throwing away money. You’ll get actionable recommendations for optimizing your spending. You’ll gain clarity into where your money is actually going, and you'll be better equipped to make the right decisions about your future.

Price: 

$997

Our Spending Audit Process Includes:

60-minute consultation to discuss your current financial position and goals
Financial document review
A thorough assessment of your current spending
Identification of areas where you may be overspending
Analysis of your existing budget, if you have one
Hands-on development of your personalized spending plan
Ongoing support and guidance for 30 days via email
Purchase

Solution-Focused
‍Financial Coaching

Our solution-focused financial coaching service is designed to help individuals facing specific financial challenges.
Whether you'restruggling with debt
Navigating a complexfinancial situation
Or experiencinga major life change

We can provide the guidance and support you need to find solutions to help you move forward.

Our process begins with assessing your current situation - we'll review your financial documents. From there, we will create a personalized strategy for you. This strategy will provide clear, actionable steps toward achieving long-term success - helping you move forward with confidence and stability.

Price: 

$1,497

Our Solution-Focused Financial Coaching Process Includes:

Our Debt Reduction Coaching Package includes the following:

60-minute consultation to discuss your current financial position and goals
Review financial documents
A thorough assessment of your current financial concern
Identification of the cause of your financial problem
Development of a personalized solution
Assistance with implementing the solution
Ongoing support and guidance for 30 days via email
Purchase

Resource-Focused
 Financial Coaching

(Employment Transition)
It can be confusing and overwhelming if you've recently lost your job
It can feel like there's no way to get back on track financially, but that doesn't have to be the case
We understand that everyone's needs differ,so we'll work with you to develop a customized strategy

Our resource-focused financial strategy is designed to help you navigate a job loss. We offer personalized solutions to help you manage your financial life.

The strategy includes recommendations for severance package optimization, emergency budgeting, cash flow management, unemployment benefits, health insurance, and retirement account options. We understand that financial security is essential in the aftermath of a job loss. Our team is dedicated to developing a strategy to create a secure future by identifying the best path forward.

Price: 

$1997

Our Resource-Focused Financial Coaching Process Includes:

60-minute consultation to discuss your current financial position and goals
Review financial documents
An analysis of potential risks and opportunities
Development of a personalized short-term strategy and long-term strategy
Assistance with implementing the strategy
Ongoing support and guidance for 60 days via email
Purchase

Spending  Audit

Debt Reduction Coaching is a personalized approach to help you become debt-free. Managing debt can be overwhelming and stressful. $havon’s team is here to help you develop a plan to reduce your debt and achieve financial freedom.
Are you sick and tired of being stuck in a vicious cycle of unmanageable debt and living paycheck-to-paycheck?
Are you struggling to get your finances in order on your own?
Are you overwhelmed by the amount of money coming in and going out each month?

Whether it's credit card debt, student loans, or other financial obligations - our spending audit service is your first step to healing your finances and planning for a better future.

This service is designed to help you identify areas where you may be overspending or throwing away money. You’ll get actionable recommendations for optimizing your spending. You’ll gain clarity into where your money is actually going, and you'll be better equipped to make the right decisions about your future.

Price: 

$997

Our Spending Audit Process Includes:

60-minute consultation to discuss your current financial position and goals
Financial document review
A thorough assessment of your current spending
Identification of areas where you may be overspending
Analysis of your existing budget, if you have one
Hands-on development of your personalized spending plan
Ongoing support and guidance for 30 days via email
Purchase

Solution-Focused
Financial Coaching

Debt Reduction Coaching is a personalized approach to help you become debt-free. Managing debt can be overwhelming and stressful. $havon’s team is here to help you develop a plan to reduce your debt and achieve financial freedom.
Whether you'r
estruggling with debt
Navigating a complex
financial situation
Or experiencing
a major life change

We can provide the guidance and support you needto find solutions to help you move forward.

Our process begins with assessing your current situation - we'll review your financial documents. From there, we will create a personalized strategy for you. This strategy will provide clear, actionable steps toward achieving long-term success - helping you move forward with confidence and stability.

Price: 

$1,497

Our Debt Reduction Coaching Package includes the following:

A 60-minute consultation to discuss your current debt situation and goals
Review of financial documents and analysis of your current debt
Identification of potential risks and opportunities
Development of a personalized short-term and long-term debt reduction strategy
Assistance with implementing the debt reduction strategy
Ongoing support and guidance for 30 days via email
Purchase

Resource-Focused
Financial Coaching

(Employment Transition)
It can be confusing and overwhelming if you've recently lost your job
It can feel like there's no way to get back on track financially, but that doesn't have to be the case
We understand that everyone's needs differ,so we'll work with you to develop a customized strategy

Our resource-focused financial strategy is designed to help you navigate a job loss. We offer personalized solutions to help you manage your financial life.

The strategy includes recommendations for severance package optimization, emergency budgeting, cash flow management, unemployment benefits, health insurance, and retirement account options. We understand that financial security is essential in the aftermath of a job loss. Our team is dedicated to developing a strategy to create a secure future by identifying the best path forward.

Price: 

$1,997

Our Resource-Focused Financial Coaching Process Includes:

60-minute consultation to discuss your current financial position and goals
Review financial documents
An analysis of potential risks and opportunities
Development of a personalized short-term strategy and long-term strategy
Assistance with implementing the strategy
Ongoing support and guidance for 60 days via email
Purchase

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Interested in working
with $havon?

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Disclaimer

Interested in working
with $havon?

Latest Youtube Video

Follow $havon:

© 2025 All Rights Reserved | Maintained by Digital Resource

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.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.
$havon’s Story (3 min):

About $havon Roman:

Enjoy MORE,
stress less NEVER,
and have FUN achieving
financial FREEDOM

Enjoy MORE,
stress less NEVER,
and have FUN
achieving
financial
‍FREEDOM

Hey ladies!!! I’ve helped over 3,000 women break free from debt and
achieve financial security without having to sacrifice the things that
make them smile along the way. I’d LOVE to help you do it too!
Hey ladies!!! I’ve helped over
3,000 women break free from
debt and achieve financial
security without having to
sacrifice the things that make
them smile along the way. I’d
LOVE to help you do it too!
Here’s how:
Here’s how:
Here’s how:

Kickstart Your Financial Freedom with
$havon's FREE 10-Step Action Plan

Kickstart Your Financial
Freedom with $havon's
FREE 10-Step Action Plan

Discover the secrets to achieving financial independence with $havon's proven
10 step action plan. This FREE guide covers fundamentals including:
Discover the secrets to achieving financial
independence with $havon's 10 proven
principles. This FREE guide covers
fundamentals including:
Mastering your budget and optimizing your expenses
Protecting your hard-earned money with smart saving
and simple financial techniques
Easy to implement, proven techniques to
Mastering your budget and
optimizing your expenses
Protecting your hard-earned money with
smart saving and simple financial techniques
Preparing for life's unexpected twists and
turns with tailored plans for major events

Members Only Access:

3 Step Foundational Financial Program
3 Step Foundational Financial Program
3 Step Foundational Financial Program
Learn More

About $havon Roman:

About $havon Roman:

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.
$havon’s Story (3 min):

Atlanta's Leading
Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.

Atlanta's Leading Financial Advisor

As a top financial advisor in Atlanta, I have been recognized by the National Association of Insurance and Financial Advisors for my expertise in helping clients optimize their financial resources and plan for the future.
$havon’s Story (3 min):

Heal. Plan. Invest.

$havon has worked 1 on 1 with thousandsof local clients in Atlanta. She wanted to extend her reach to be able to help as many women as possible, nation-wide.
Heal. Plan. Invest. is a simplified 3-step fast track program that combines the most important topics and core elements of her in-person financial consulting. The same great information, more economical, and at your own pace.

Heal.

Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

Plan.

Take Charge of Your Money: Craft a Winning Financial Strategy
Unlock the power of effective financial planning with our expert guidance. In a world where many plans fall short, learn the secrets to building a foolproof action plan that delivers solid results. With proper planning and strategic execution, you'll be on your way to a prosperous future. Let's create the ultimate roadmap to financial success together!
Fast Track to Financial Independence & Retirement Bliss
Supercharge your journey to financial freedom with tailored strategies for optimizing your benefits, including 401k, FSA, HSA, and both employer-sponsored and individual plans. Unlock the secrets to making the most of your golden years while achieving financial independence sooner than you ever imagined. Embrace the retirement lifestyle you deserve without the wait!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!
Unleash Your Inner Healer: Embrace the Journey to Financial Well-being
Let's get to know each other and embark on a transformative healing journey that paves the way for a brighter financial future. Remember, we all have something to heal from!

Invest.

Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!
Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!
Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!
Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!
Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!
Fab & Fearless Finance: Decode Investment Terminology & Definitions
Ditch the confusion and embrace clarity with our easy-to-follow guide to investment terminology. I’ll break down the jargon and simplify the world of investing so you can confidently navigate your financial future. Say goodbye to complexity and hello to financial empowerment!
Investing 101: How To Invest For SUCCESS!
Embrace the excitement of investing and transform your financial future. Discover the secrets of diversification and learn how to tailor your investments to your unique goals and aspirations. Together, we'll chart a course to financial success for you and your family – it's time to thrive!

START THE HEAL. PLAN. INVEST. PROGRAM!

3 Step Financial Foundations Program
Members Exclusive Perks & Resources
Monthly LIVE Q&A Sessions With $havon!
Huge Time & Cost Savings
Price : 

LAUNCH SPECIAL

START YOUR ENROLLMENT NOW

Debt Reduction

Debt Reduction Coaching is a personalized
approach to help you become debt-free.
Managing debt can be overwhelming and
stressful. $havon’s team is here to help you
develop a plan to reduce your debt and
achieve financial freedom.
Whether you'r
estruggling with debt
Navigating a complex
financial situation
Or experiencing
a major life change

Debt Reduction

Debt Reduction Coaching is a personalized approach to help you become debt-free. Managing debt
can be overwhelming and stressful. $havon’s team is here to help you develop a plan to reduce your
debt and achieve financial freedom.
Whether you'r
estruggling with debt
Navigating a complex
financial situation
Or experiencing
a major life change

Don't let debt hold you back! Start your journey toward financial freedom today.

Price: 

Our Debt Reduction Coaching Package includes the following:

A 60-minute consultation to discuss your current debt situation and goals
Review of financial documents and analysis of your current debt
Identification of potential risks and opportunities
Development of a personalized short-term and long-term debt reduction strategy
Assistance with implementing the debt reduction strategy
Ongoing support and guidance for 30 days via email

Don't let debt hold you back! Start your
journey toward financial freedom today.

Price: 

Our Debt Reduction Coaching Package includes the following:

A 60-minute consultation to discuss your current debt situation and goals
Review of financial documents and analysis of your current debt
Identification of potential risks and opportunities
Development of a personalized short-term and long-term debt reduction strategy
Assistance with implementing the debt reduction strategy
Ongoing support and guidance for 30 days via email

Don't let debt hold you back! Start your journey toward financial freedom today.

Price: 

Our Debt Reduction Coaching Package includes the following:

A 60-minute consultation to discuss your current debt situation and goals
Review of financial documents and analysis of your current debt
Identification of potential risks and opportunities
Development of a personalized short-term and long-term debt reduction strategy
Assistance with implementing the debt reduction strategy
Ongoing support and guidance for 30 days via email

Spending Audit

Are you sick and tired of being stuck in a vicious cycle of unmanageable debt and living paycheck-to-paycheck?
Are you struggling to get your finances in order on your own?
Are you overwhelmed by the amount of money coming in and going out each month?

Whether it's credit card debt, student loans, or other financial obligations - our spending audit service is your first step to healing your finances and planning for a better future.

This service is designed to help you identify areas where you may be overspending or throwing away money. You’ll get actionable recommendations for optimizing your spending. You’ll gain clarity into where your money is actually going, and you'll be better equipped to make the right decisions about your future.

Price: 

Our Spending Audit Process Includes:

60-minute consultation to discuss your current financial position and goals
Financial document review
A thorough assessment of your current spending
Identification of areas where you may be overspending
Analysis of your existing budget, if you have one
Hands-on development of your personalized spending plan
Ongoing support and guidance for 30 days via email

Spending Audit

Are you sick and tired of being stuck in a vicious cycle of unmanageable debt and living paycheck-to-paycheck?
Are you struggling to get your finances in order on your own?
Are you overwhelmed by the amount of money coming in and going out each month?

Whether it's credit card debt, student loans, or other financial obligations - our spending audit service is your first step to healing your finances and planning for a better future.

This service is designed to help you identify areas where you may be overspending or throwing away money. You’ll get actionable recommendations for optimizing your spending. You’ll gain clarity into where your money is actually going, and you'll be better equipped to make the right decisions about your future.

Price: 

Our Spending Audit Process Includes:

60-minute consultation to discuss your current financial position and goals
Financial document review
A thorough assessment of your current spending
Identification of areas where you may be overspending
Analysis of your existing budget, if you have one
Hands-on development of your personalized spending plan
Ongoing support and guidance for 30 days via email

Whether it's credit card debt, student loans, or other financial obligations - our spending audit service is your first step to healing your finances and planning for a better future.

This service is designed to help you identify areas where you may be overspending or throwing away money. You’ll get actionable recommendations for optimizing your spending. You’ll gain clarity into where your money is actually going, and you'll be better equipped to make the right decisions about your future.

Price: 

Our Spending Audit Process Includes:

60-minute consultation to discuss your current financial position and goals
Financial document review
A thorough assessment of your current spending
Identification of areas where you may be overspending
Analysis of your existing budget, if you have one
Hands-on development of your personalized spending plan
Ongoing support and guidance for 30 days via email

Solution-Focused
Financial Coaching

Our solution-focused financial coaching service is designed to help individuals facing specific financial challenges.
Whether you're
struggling with debt
Navigating a complex
financial situation
Or experiencing
a major life change

Solution-Focused
Financial Coaching

Our solution-focused financial coaching service is designed
to help individuals facing specific financial challenges.
Whether you're
struggling with debt
Navigating a complex
financial situation
Or experiencing
a major life change

We can provide the guidance and support you needto find solutions to help you move forward.

Our process begins with assessing your current situation - we'll review your financial documents. From there, we will create a personalized strategy for you. This strategy will provide clear, actionable steps toward achieving long-term success - helping you move forward with confidence and stability.

Price: 

Our Solution-Focused Financial Coaching Process Includes:

60-minute consultation to discuss your current financial position and goals
60-minute consultation to discuss your current financial position and goals
Review financial documents
A thorough assessment of your current financial concern
Identification of the cause of your financial problem
Development of a personalized solution
Assistance with implementing the solution
Ongoing support and guidance for 30 days via email

We can provide the guidance and support you needto find solutions to help you move forward.

Our process begins with assessing your current situation - we'll review your financial documents. From there, we will create a personalized strategy for you. This strategy will provide clear, actionable steps toward achieving long-term success - helping you move forward with confidence and stability.

Price: 

Our Solution-Focused Financial Coaching Process Includes:

60-minute consultation to discuss your current financial position and goals
60-minute consultation to discuss your current financial position and goals
Review financial documents
A thorough assessment of your current financial concern
Identification of the cause of your financial problem
Development of a personalized solution
Assistance with implementing the solution
Ongoing support and guidance for 30 days via email

Resource-Focused
Financial Coaching

(Employment Transition)
It can be confusing and overwhelming if
you've recently lost your job
It can feel like there's no way to get back on
track financially, but that doesn't have to be
the case
We understand that everyone's needs differ,
so we'll work with you to develop a
customized strategy

Resource-Focused
Financial Coaching

(Employment Transition)
It can be confusing and overwhelming if
you've recently lost your job
It can feel like there's no way to get back on
track financially, but that doesn't have to be
the case
We understand that everyone's needs differ,
so we'll work with you to develop a
customized strategy

Our resource-focused financial strategy is designed to help you navigate a job loss. We offer personalized solutions to help you manage your financial life.

The strategy includes recommendations for severance package optimization, emergency budgeting, cash flow management, unemployment benefits, health insurance, and retirement account options. We understand that financial security is essential in the aftermath of a job loss. Our team is dedicated to developing a strategy to create a secure future by identifying the best path forward.

Price: 

Our Resource-Focused Financial Coaching Process Includes:

60-minute consultation to discuss your current financial position and goals
Review financial documents
Review financial documents
A thorough assessment of your current financial concern
Identification of the cause of your financial problem
Development of a personalized solution
Assistance with implementing the solution
Ongoing support and guidance for 30 days via email

Our resource-focused financial strategy is designed to help you navigate a job loss. We offer personalized solutions to help you manage your financial life.

The strategy includes recommendations for severance package optimization, emergency budgeting, cash flow management, unemployment benefits, health insurance, and retirement account options. We understand that financial security is essential in the aftermath of a job loss. Our team is dedicated to developing a strategy to create a secure future by identifying the best path forward.

Price: 

Our Resource-Focused Financial Coaching Process Includes:

60-minute consultation to discuss your current financial position and goals
Review financial documents
Review financial documents
A thorough assessment of your current financial concern
Identification of the cause of your financial problem
Development of a personalized solution
Assistance with implementing the solution
Ongoing support and guidance for 30 days via email

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

Testimonials

I was living paycheck to paycheck, making over $100,000 a year, and I never felt like I had any money left at the end of the month. Shavon helped me understand where all my money was going and created a plan to help me save. Now I have an emergency fund, and I am saving for a vacation to Bali, something I would have used credit cards for in the past.
P. Henderson
Watch Video Review:

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© 2025 All Rights Reserved | Maintained by Digital Resource

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.