Investment Planner Template
Helping you outline goals, track performance, and stay aligned with your long-term strategy.
Using Behavior Science to Create Lasting Wealth
Financial Planning and strategic advisory for ABA Business Owners and BCBAs
We integrate financial strategy, business advisory, and behavioral science to help you build wealth with clarity, structure, and psychological alignment.
4.8/5 610+ Reviews
Trusted by innovators in the behavioral space
Our Pillars of Success
Building wealth is behavioral.
Information is abundant. Discipline is rare.
Wealth is built through:
Daily habits
Repeatable systems
Emotional control
Most financial strategies fail because they ignore human behavior.
We design strategies around how you think, how you take risk, and how you make decisions — integrating your psychology directly into your financial and business plan.
Our approach is built on three pillars:
- Psychology – How you think, take risk, and make financial decisions
- Strategy – How capital, investments, and enterprise value are structured
- Structure – The systems that drive consistent execution
Our Services
How we help you bulid wealth.
Financial Planning
Comprehensive planning for BCBAs and ABA business owners seeking clarity and direction.
- Wealth Habits Coaching
- Portfolio design and investment strategy
- Cash flow and liquidity planning
- Tax-aware coordination
- Risk protection and asset structuring
- Retirement and legacy strategy
A disciplined financial framework built around your goals and money psychology.
Business Coaching
Strategic advisory for founder-led ABA businesses.
- Margin expansion and reimbursement optimization
- Capacity planning and scalable infrastructure
- Capital allocation and reinvestment strategy
- Leadership and operator decision frameworks
- Exit planning and preparedness
Your business is your primary wealth engine. It should be built and managed accordingly.
Sell-Side Advisory
Strategic preparation for ABA owners considering a transaction.
- Exit readiness evaluation
- Financial and operational positioning
- Deal structure strategy and negotiation discipline
- Liquidity planning
- Post-transaction wealth strategy
We guide you from preparation to close — with experience and clarity
Whether you’re planning your future, building better financial habits, or preparing for a business exit, our services are designed to make wealth simple and sustainable. Explore the full range of ways we can help you.
What Makes Us Different
Built by an ABA Operator.
Behavioral Wealth & Finance™ was founded by Brett Blevins, a BCBA and entrepreneur who has built and exited multiple 8-figure ABA companies. He understands the revenue model, operational pressure, acquisition landscape, and emotional realities of ownership. This is not generic financial advice. It is strategic guidance built from experience inside the ABA industry.
Assess
Clarify goals, financial position, and behavioral profile
Design
Build a strategy aligned with your objectives and psychology
Implement
Execute across investments and business decisions
Refine
Adjust as markets, business, and life evolve
Our Resources
Our free featured resources.
Fresh thinking and real-world tools to help you scale smarter, faster, and with more clarity.
Our FAQ
Commonly asked questions.
We know financial planning can feel overwhelming, and clients often have the same questions. Here’s a quick guide to help you understand how we work, what we offer, and how our behavior-driven approach can help you build lasting wealth.
What makes Behavioral Wealth & Finance™ different from other financial advisors?
We combine traditional financial planning with behavior science, helping you build systems and habits that make your wealth sustainable—not just a plan that sits on paper.
Who do you typically work with?
We primarily help high earners, business owners, and professionals looking to simplify their finances, build sustainable wealth habits, and plan for long-term success.
Do I need a lot of assets to work with you?
No. While many clients are established professionals or business owners, our focus is on creating clarity and systems for anyone ready to take control of their finances.
How does your coaching and consulting work?
We provide regular check-ins, accountability, and behavior-driven strategies that help you follow through on your financial plan and make confident decisions.
Can you help me if I want to sell my business?
Absolutely. Our sell-side advisory services guide owners through scaling, preparing for sale, and executing an intentional exit, protecting the value they’ve created.
What kind of results can I expect?
While results vary, clients consistently report greater clarity, confidence, and consistency in their financial decisions—leading to more sustainable wealth over time.
Do you offer resources or tools I can use on my own?
Yes. We provide downloadable tools, templates, and educational resources designed to make wealth-building easier and help you adopt habits that last.
Get Started
Ready to Strategize your next move?
Let’s talk about your next milestone—and how to reach it