Investment Planner Template
Helping you outline goals, track performance, and stay aligned with your long-term strategy.
Using Behavior Science to Create Lasting Wealth
Helping BCBAs & ABA Practice Owners Build, Scale, & Exit 8-Figure Businesses
We help BCBAs and ABA business owners build lasting wealth through financial planning and behavior science
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Trusted by innovators in the behavioral space
Our Pillars of Success
Wealth isn’t built on
timing or luck, but habits.
Most financial advisors focus on numbers. We focus on behaviors. By combining financial planning with behavior science, we help you take control of your money and create a system that makes wealth sustainable. Our unique approach is built on:
- Clarity – Straightforward planning, free of complexity.
- Behavior – Systems grounded in behavior science to keep you consistent.
- Sustainability – Long-term financial health and freedom.
Our Services
How we help you bulid wealth.
Build Wealth
Money doesn’t need to be complicated. We create clear, customized financial plans that align your resources with your goals. From optimizing cash flow and managing investments to planning for retirement and reducing taxes, we simplify the process so you can focus on what matters most—living the life you want.
- Reduce taxes and optimize cash flow
- Clear roadmap for retirement and investing
- Ongoing adjustments as life changes
Grow Your Business
Growing an ABA or behavioral health business requires more than clinical expertise—it takes strategy, systems, and strong leadership. Our coaching and consulting services are designed to help owners and executives start, scale, and sustain their organizations with confidence. With deep industry knowledge and a behavior-based approach, we provide practical guidance to strengthen operations, expand services, and position your business for long-term success.
- Accountability to stay consistent
- Systems to reinforce good habits
- Tools to improve decision-making
Exit with Confidence
Exiting a business is one of the most important financial decisions you’ll make. We provide guidance for owners preparing to scale or sell—helping you protect the value you’ve created, plan your exit with intention, and transition into the next stage of wealth building. Our approach blends financial strategy with practical experience so you’re prepared at every step.
- Maximize value at exit
- Step-by-step guidance
- Secure long-term wealth
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.
Our Services
Why clients choose us.
Clients choose us because we strip away the noise and focus on what matters—clear strategies, sustainable systems, and decisions that stick.
Our approach
A straightforward, behavior-driven approach to planning
Our experience
Real experience growing and leading businesses
Our focus
Focus on clarity, sustainability, and simplicity
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