Your Wealth Building Journey Starts Here
Helping real estate agents and entrepreneurs rethink and simplify their path to profitability.
Success in real estate takes more than just grit; it takes a financial roadmap. Far too many talented agents fall victim to the 'commission roller coaster'—not for a lack of talent, but for a lack of systems. Most business failures happen because the finances weren't built to scale.
Let’s flip the script and simplify your path to profit!
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 real estate agents and entrepreneurs ditch the financial stress, build profitable businesses, and finally feel in control of their money—for good.
Values-driven financial coaching to help real estate agents and 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
We help real estate teams create financial systems and strategies that turn inconsistent income into scalable, profitable growth.
Real Estate Investors
Don't let messy financials stall your next move. We build the financial infrastructure investors need to scale their portfolios and protect their legacies.
Real Estate Agents
Your income may fluctuate, but your wealth doesn’t have to—we help agents and build financial systems that support deal-based income, tax strategy, and long-term growth.
Strategic Coaching for Financial Growth
You work too hard for your money to just ‘let it happen.’ True wealth is about more than a high-income year—it’s about building a financial engine that supports your life today and your legacy tomorrow. We help you move past the hustle and into a sophisticated strategy that actually protects your profit.
MONTHLY COACHING
$1,000.00 Monthly (3 month minimum)
Most agents are experts at sales, but "accidental" business owners when it comes to the math. We eliminate that chaos through an active partnership designed to turn your commissions into a scalable wealth engine.
The Framework
Using our proprietary 100-Point Wealth Roadmap, we audit your entire financial life. We don’t just give advice; we provide the 1-on-1 accountability you need to ensure the plan actually gets implemented.
The Three Pillars of Your Roadmap
Business Growth: We implement Profit First systems and entity structures to stop tax leaks, untangle commingled funds, and master your true margins on every deal.
Personal Freedom: We create a Money Map to stabilize fluctuating income, accelerate debt payoff, and build a "peace of mind" cash reserve.
Legacy Building: We transition you from Agent to Investor by auditing asset protections and designing wealth-transfer strategies (Wills, Trusts, and Retirement) that last for generations.
Business & Personal Coaching
$4,299.00 Business + Personal Financial Coaching (6 sessions)
For the real estate entrepreneur who needs the engine built, but doesn't require monthly oversight. We perform a structural deep dive to bridge the gap between your professional success and your personal peace of mind.
Business Infrastructure:
Bookkeeping Cleanup: A full audit and cleanup tailored specifically to real estate.
Tax Optimization: Reviewing and optimizing your entity structure for maximum savings.
Profit Systems: Installing a custom cash-flow system so you know your true margins on every closing.
Personal Wealth Architecture:
Income Stabilization: Designing "Money Maps" and high-yield savings ladders to buffer the off-season.
Debt Elimination: Implementing automated repayment plans to accelerate your freedom.
Lifestyle Protection: Building a roadmap that protects your commission and funds your vision.
The Result: You’ll walk away with a high-performance roadmap and your complete CEO Toolkit—giving you total control of your numbers without the need for ongoing management.
Business Finance Coaching
$899.00 Business Coaching (3 sessions)
Stop guessing what’s left after the closing and start running a business that actually builds wealth. This targets the real estate agent and entrepreneur who is tired of the financial "black box" and ready to own their numbers.
The Strategy Deep Dive:
Entity & Tax Optimization: We fix your entity structure and identify every available real estate deduction to keep more of your commission.
Bookkeeping Audit: A thorough cleanup of your business accounts to ensure your records are professional and accurate.
Custom Cash-Flow Systems: We build a budget designed specifically for the "feast or famine" cycles of real estate income.
Profit Mapping: Setting up the systems you need to finally see your true margins and business profitability.
The Result: You’ll walk away with your complete CEO Toolkit—a professional, ready-to-use blueprint that ensures your business is tax-efficient, profitable, and ready to scale without the need for ongoing coaching.
Your Business Shouldn’t Be More Stressful Than a Buyer Getting Cold Feet at the 11th Hour..
If your finances feel like a "fixer-upper" and you’re not sure where to start, let’s have a quick chat. No staging required—just a conversation to find your path to profit.
A 'Sold' sign is a win, but a profit system is a legacy. Stop 'freestyling' your finances and start owning your numbers.
About Kim Chevez
When I was young, two things happened that changed my life. My grandparents gave each grandchild $5,000, and my Dad announced that my we had a net worth over a million dollars. I remember feeling so proud. My parents were millionaires!
Looking back, my Dad taught by example. He didn't lecture us on compounding interest; instead, he showed us how they lived off my Mom’s paycheck so they could save his. They bought a fixer-upper in a neighborhood they loved and spent years improving it. They provided a life full of experiences, free from the distraction of financial worry, and built a nest egg that took care of them for life.
When I moved out, my other grandfather gave me his legendary advice on budgeting: the envelope system. He told me to keep the envelopes in the refrigerator so they’d survive a fire. Cold hard cash!
Building a Real Estate Powerhouse
That foundation of financial literacy served my entrepreneurial spirit perfectly. When I met my husband, we dove head-first into the world of real estate. We are fast learners and even faster actors. My husband founded The CAZA Group, GRID Investor Network, and GAIN—building a massive ecosystem for agents and investors. Meanwhile, I built and owned a property management company with over 300 units before serving as the CFO for all of our real estate offices.
I saw firsthand what it takes to run a high-volume real estate business from the inside out. I knew the numbers, the margins, and the tax strategies that separated the "busy" agents from the "wealthy" owners.
The Pivot That Changed Everything
And then, I stepped away. For three years, I moved back to my hometown of St. Louis to care for my Mom as she passed. It was the hardest thing I’ve ever done, but because of the financial systems we had in place, I had the freedom to be exactly where I needed to be: by her side. That time remains the most peaceful place in my heart.
Meet Your Wealth BFF.
Now I’m back, and I’ve combined my two loves: finances and real estate. Being a real estate entrepreneur takes guts. But there is no rule that says it has to be a solo "learn and burn" mission or a "fly-by-the-seat-of-your-pants" roller coaster. The statistics on why real estate businesses fail are staggering, and most of them report the same cause: they didn't know how to run their finances correctly. Your Wealth BFF® is here to change that statistic, one agent at a time.
Whether you’re a brand-new agent or a seasoned team leader, we’re going to be great together. When I was starting out, I wished I had someone to coach me—an arm over the shoulder to guide me through entity structures, cash-flow systems, and protecting my profit. Let’s face it: As an agent, you want something at the end of the year that represents your hard work—not just a pile of 1099s and a tax bill. When you couple your business profit with household discipline, you stop being a "salesperson" and start building true wealth.
I know, I know—you’re thinking, "Ugh, accounting and spreadsheets!" (Full hand-to-forehead). While I am a spreadsheet addict, I’m not here to bore you. I’m here to show you the power of your money. We aren't doing "budgets"—we’re building a Money Map. We’re going to get your business and your life humming like a well-oiled machine.
Thank you for being here. I am proud of you for taking this step—and I promise you, your future self will be too!
Providing personalized, values-driven financial guidance for real estate agents and 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
