Behavioral Wealth & Finance
How we help you build wealth.
For BCBAs Earning $100K+ and ABA Practice Owners
Financial Planning for BCBAs and ABA Leaders — Built on Behavior, Not Guesswork.
Apply behavioral science to your money decisions so you can invest confidently, manage cash flow, and build wealth that lasts.
Whether you’re a BCBA making six figures or leading a growing ABA practice, your financial success depends more on your behaviors than your balance sheet.
At Behavioral Wealth & Finance™, we help BCBAs and ABA owners use behavioral science to master their money — building the systems and habits that lead to lasting financial freedom.
Why We're Different
I’ve built and exited multiple 8-figure ABA companies, so I understand the financial realities of clinicians, owners, and operators in this field — from startup through sale. I combine real ABA-industry experience with behavioral finance to help you make better financial decisions that align with your goals.
What You'll Gain
A personalized Financial Health Assessment that clarifies your income, spending, and investment habits.
A behavior-driven plan to grow your net worth and manage cash flow effectively.
Tax and entity guidance for practice owners — from distributions to reinvestment strategy.
Behavioral coaching to help you make smart, consistent financial decisions even when emotions run high.
Ideal for you if:
You’re a BCBA earning $100K+ who wants to build wealth beyond your paycheck.
You own or lead an ABA practice and want to align business performance with personal wealth.
You want structure, accountability, and clarity — not just another investment pitch.
For Aspiring Entrepreneurs and ABA Practice Owners Ready to Scale
Build a Scalable Business Using Behavior Science.
From startup to scale, success is a system — not an accident. Learn how to lead, grow, and build a business that runs without you.
I coach aspiring entrepreneurs and ABA practice owners to build real companies — not stressful jobs.
Using principles from Applied Behavior Analysis, behavioral science, and leadership psychology, I help you create systems and habits that drive consistent, scalable growth.
Why It Works
I’ve built, scaled, and sold multiple 8-figure ABA companies — from local startups to multi-state operations. I know what it takes to grow in this industry and what behaviors separate struggling founders from scalable leaders.
What you’ll learn to do:
Structure your ABA business for growth, scalability, and reduced founder dependency.
Lead effectively using reinforcement, accountability, and behavioral systems that actually stick.
Identify operational bottlenecks and replace them with predictable, data-driven processes.
Develop the habits, mindset, and systems of an 8-figure CEO.
Ideal for you if:
You’re a BCBA or clinician with an entrepreneurial vision and want to build your first ABA practice.
You already own an ABA business and want to scale without losing control or quality.
You want direct coaching from someone who’s done it — not just talked about it.
For ABA Practice Owners Preparing to Scale or Exit
Scale with Strategy. Exit with Clarity.
You’ve built an ABA company that changes lives — now make sure it rewards yours.
Whether you’re preparing to sell in the next few years or just want to scale intentionally, our Sell-Side Advisory helps ABA owners maximize value, simplify operations, and align their post-exit wealth plan.
We combine financial strategy with behavioral science — guiding you through each stage of growth, valuation, and sale.
Why it’s different:
I’ve built and sold multiple 8-figure ABA organizations. I understand how private equity, strategic buyers, and operators view our industry — and I know how to help founders prepare for life after the sale.
What we’ll help you achieve:
Identify and close valuation gaps before going to market.
Build the systems and team structure that make your practice transferable and appealing to buyers.
Navigate negotiations and due diligence confidently.
Design your post-exit wealth strategy so your hard work becomes long-term financial freedom.
Ideal for you if:
You own an ABA practice and want to increase valuation before a sale.
You’re considering acquisition or partnership within the next 1–5 years.
You want to align your personal financial goals with your exit strategy.
Our Pillars of Success
Courses & Resources
We’re developing courses and tools designed to make wealth-building even more accessible. Our signature program, The Wealth Habits System™, will walk you step by step through creating sustainable wealth habits. Until then, explore our free resources and downloadable tools to get started.
- Self-paced wealth tools
- Practical financial templates
- Behavior-based education
Who it's for
Anyone ready to take control of their financial habits and knowledge.
What we provide
Step-by-step programs, practical tools, and resources to build lasting wealth habits.
Our FAQ
Frequently asked questions.
Fresh thinking and real-world tools to help you scale smarter, faster, and with more clarity.
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.
Our FAQ
Ready to Strategize your next move?
Let’s talk about your next milestone—and how to reach it