Your Wealth Building Journey Starts Here
Helping entrepreneurs rethink and simplify their path to profitability.
Entrepreneurship is hard and takes guts. There is no rule that says it has to be a solo learn and burn or fly by the seat of your pants roller coaster! The statistics of how many businesses fail in the 1st, 5 and 10 years is staggering. And the majority of them reported it was due to not knowing how to start and run their finances correctly.
Your Wealth BFF WILL change that statistic one entrepreneur at a time!
Meet your Financial Coach,
Kim is the Founder and CEO of Your Wealth BFF.
From CFO and business owner to someone who crushed over $70K in personal debt in less than two years, Kim brings real-life experience and a deep passion for helping entrepreneurs ditch the financial stress, build profitable businesses, and finally feel in control of their money—for good.
Values-driven financial coaching to help entrepreneurs master cash flow, grow profit, and build lasting wealth.
Building a business takes more than passion—it takes smart choices and solid support. You don’t have to navigate the financial maze alone. Together, we’ll create a clear plan that protects your profits, simplifies your money management, and sets you up for lasting success.
Real Estate Teams
You don’t have to manage business finances alone—we help entrepreneurs separate money, stay organized, and build sustainable cash flow with confidence.
Real Estate Agents and Investors
Your income may fluctuate, but your wealth doesn’t have to—we help agents and investors build financial systems that support deal-based income, tax strategy, and long-term growth.
Business Owners + Entrepreneurs
We help real estate teams create financial systems and strategies that turn inconsistent income into scalable, profitable growth.
Strategic Coaching for Financial Growth
Wealth is more than just working hard and making money. To create the ecosystem that truly fuels your business profits, your personal lifestyle and your future legacy requires a sophisticated strategy.
MONTHLY COACHING
$1,000.00 Monthly (3 month minimum)
Monthly 1-on-1 coaching and accountability is designed to eliminate financial fragmentation by aligning your professional success, personal security, and long-term financial goals into one streamlined roadmap. We dive deep into every corner of your financial life. This isn't just a consultation—we cover a comprehensive list of wealth building tools making it an ongoing collaboration bridging the gap between where you are and where you want your wealth to go, ensuring every dollar you earn is working as hard as you do.
Our first 90 days together, our roadmap includes:
Business Growth: Implementing "Profit First" systems, optimizing entity structures for tax savings, and mastering your CEO toolkit to ensure your business is actually profitable.
Personal Freedom: Creating your "Money Map" to align spending with your values, accelerating debt payoff, and building a cash reserve that allows you to sleep at night.
Legacy Building: Identifying investment opportunities, protecting your assets, and building a wealth-transfer strategy that impacts generations to come.
Business & Personal Coaching
$4,299.00 Business + Personal Financial Coaching (6 sessions)
Whether you’re scaling a company or securing your personal finances, these 1-on-1 strategy sessions are designed to build a financial engine that actually works for you. We’ll start by performing a structural deep dive into your business—optimizing your entity selection, sharpening your tax-saving strategies, and cleaning up your bookkeeping systems to ensure your company is fiscally elite.
From there, we bridge the gap to your personal life, stripping away complexity to install intuitive systems like high-yield savings ladders and streamlined debt-repayment plans. Rather than providing ongoing monthly oversight, we focus on systems that are easy-to-maintain - from cash flow and high-yield savings ladders to optimized debt-repayment structures and robust budgeting frameworks that align with your vision.
Business Finance Coaching
$899.00 Business Coaching (3 sessions)
Business Finance Strategy sessions are designed for the entrepreneur who needs a high-level architectural overhaul of their company’s financial engine. We dive deep into the structural integrity of your business, optimizing everything from your entity selection and tax-saving strategies to the precision of your deductions and bookkeeping systems. This is a targeted, 1-on-1 deep dive where we build robust cash flow management systems and custom budgets tailored to your specific industry. While these sessions are focused on building the blueprint rather than providing ongoing monthly accountability, they offer the high-impact technical expertise needed to ensure your business is not just profitable, but fiscally elite and ready for scale.
Ready to Take Control of Your Financial Future?
If you’re unsure where to start, let’s talk through it—your financial transformation begins with one conversation.
Successful CEOs don’t guess—they plan. With clear financial systems in place, you’ll lead your business with intention, focus, and long-term vision.
About Kim Chevez
My journey with money started young—two things happened around the same time that changed my life. One set of grandparents gifted each grandchild $5,000.
At the same time, my dad proudly announced that my parents had reached a net worth of over a million dollars. I was in awe. My parents were millionaires! That moment completely shifted how I saw our family—and what was possible for me.
When my dad helped my brother and me open IRAs and told us to invest that $5,000 and never touch it, I listened. He didn’t lecture us about money; instead, he led by example. He showed us how we lived off one income while saving the other, and how he and my mom turned a fixer-upper into a beautiful home in a great school district—all while building wealth behind the scenes.
Later, my other grandfather gave me budgeting advice I still remember. He introduced me to the envelope system and told me to keep the envelopes in the fridge—“because if your apartment burns down, the fridge might save your cash.” Financial literacy was being handed down to me in small, impactful moments—and it shaped everything.
Eventually, I met my husband and together we dove into real estate investing. Over time, we built and scaled several businesses: my husband leads The CAZA Group, GRID Investor Network (the largest real estate investment network in the country), and other real estate platforms. I founded a property management company with two offices and over 300 units under management and later served as CFO for all of CAZA’s offices. Then everything shifted.
I stepped away from it all to move back to my hometown, St. Louis, to care for my mother as she passed. It was the hardest thing I’ve ever done—and also the most beautiful. My brother and I had one goal: to surround her with love. That time will always hold a sacred place in my heart.
Now I’m back and bringing my two biggest passions—finances and helping people—together through Your Wealth BFF.
Entrepreneurship can be lonely, overwhelming, and financially confusing. But it doesn’t have to be. I created Your Wealth BFF because I believe every entrepreneur deserves a best friend in business who gets it—someone to guide you through legalities of your business structure, cash flow management systems, and most importantly, profit protection.
Because let’s be honest: you didn’t start your business to be broke. And no, I’m not here to bury you in spreadsheets (even though I love them!). I’m here to help you see your numbers in a new way—one that’s simple, fun, and powerful.
I don’t believe in budgets. I believe in a Yes Plan that supports your life, your goals, and your future wealth. So thank you for being here. I’m proud of you for taking this step. And I promise—your future self will thank you, too.
Providing personalized, values-driven financial guidance for entrepreneurs focused on cash flow, profit, debt education.
I’m a newbie real estate investor who’s closed a couple deals and decided it was time to get my business finances in order.
Kim Chevez helped me open my LLC and set up a Profit First system that automatically splits my income into five accounts for taxes, savings, and owner pay—so I don’t even have to think about it. It was 100% free to open my account, and now everything runs on autopilot. Highly recommend her!”
— Malinda K. | Reston, VA
