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.
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 build 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
Testimonials
Hear from clients we've helped.
I found Brett through an article about the collaboration between mental health and behavior analysis — how both disciplines can come together to serve individuals. I reached out personally, and he was immediately willing to get on a call and walk me through ideas on starting a business and making the leap from employee to entrepreneur. We talked through how I could build a service that adds real value to the community, and he was honest that entrepreneurship is a continual grind. Being able to talk with someone who has actually built something — a successful team, a culture that bought into a mission — was incredibly helpful. I took the risk. I’ve never looked back. Thanks to Brett’s guidance, Crimson is where it is today.
Ryan
ABA Business Owner | Utah
Brett’s guidance was critical to me opening my own practice. He was with me every step of the way. I had always wanted to go out on my own, but the process felt daunting — like there were too many moving parts to manage alone. Having a subject matter expert in my corner removed so much of that stress and made what felt overwhelming actually feel manageable. For anyone thinking about owning their own practice in this industry, I would absolutely recommend Brett. His knowledge of ABA and the business side is unmatched, and the level of support he provides is unlike anything I’ve experienced.
Audrey
ABA Practice Owner | Nevada
I’ve built and scaled businesses across multiple industries, so I know what good counsel looks like — and Brett is the real deal. What I needed wasn’t a generalist business coach. I needed someone with deep insider knowledge of the ABA space, and Brett brought exactly that. He helped me understand the landscape, navigate how ABA businesses are valued and operated, and think through strategy at a level that only someone who has actually built and exited in this industry can provide. If you’re a seasoned operator looking to move into or scale within behavioral health, Brett is the person you want in your corner.
Kris
Exited ABA Founder | California
I started working with Brett from day one — before I had a single clinic, a single employee, or a single contract. He helped me build the entire strategy: from business structure and payor credentialing to clinical operations and growth planning. What sets Brett apart is that he’s been in the trenches and actually done what he’s advising. He didn’t just give me a framework — he helped me think through every decision as a true partner. Today I run multiple sites across Maryland and Pennsylvania, and I genuinely don’t think I would have gotten here without his guidance early on. If you’re starting an ABA business, start with Brett.
Sim
Multi-Site ABA Owner | Maryland
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