Wealth Wisdom Financial Partners
Wealth Wisdom Financial Partners
Your Guides to Grow and Protect Foundational Wealth
  • Wealth Building is an Adventure!

    Wealth Building is an Adventure!

    Every adventure needs 3 things:

    #1 a journeyer #2 a guide #3 a smart, stable "home base"


    You're #1

    We love being #2

    Can we introduce you to #3?


    With all 3 ... 

    the possibilities are infinite!

    Discovery Call
  • Manage Cash flow like a MILLIONAIRE

    Manage Cash flow like a MILLIONAIRE

    Discover how our easy-to-follow, 10-step Quest can guide you
    along your financial adventure!


    With each tutorial less than ten minutes, you'll be surprised how quickly you can gain loads of wealth wisdom and peace of mind!
    Get Started Now

Who We Are

Our main priority is to PARTNER with you as you develop and build your FOUNDATIONAL WEALTH.

Discovery Call

 How We PARTNER

Amanda and Brandon Neely

100% Virtual

We partner via phone and video conference anywhere in the U.S.

100% Values-Driven

We never compromise compassionate service - for a sale (or any other reason).

100% Personalized

We create customized strategies tailored to each person, family, or business.

What is FOUNDATIONAL WEALTH? 

What is FOUNDATIONAL WEALTH?   

Creates confidence and certainty during all phases of life

          

Assists in launching after your riskier dreams

                                                                                                              

Aims to reduce lifetime tax obligations

                                                                                                              

Protects those you care most about

                                                                                                              

Makes it possible to be better than debt free

                                                                

What We Do

Financial Education

Gain a wealth building mindset through story, examples, facts, and even some jokes!

Learn More

Financial Empowerment

Unearth your wealth building superpowers with a 5-step practice that reveals you know more than you think you do!

Get Started

 Wealth Building Community

Join an online community of go-getters mastering wealth building outside a W-2 together!

Join Today

Bank On Yourself®

A tool we used to build our own Foundational Wealth. We love it so much we became Bank On Yourself Professionals!

Download Now

Additional Services

  • Retirement Income Planning 
  • Education Solutions
  • Business Cash Flow and Financing
  • Real Estate Equity Strategies
  • Life, Disability, and Long-Term Care Insurance
  • Book *Coming Soon!*

Discovery Call

  How to Get Started

Are you ready to take action and craft your unique wealth building adventure

Excited to learn more about Foundational Wealth?


If so, we’d like to offer you our time and experience as guides in defining and designing a Foundational Wealth adventure.                                                                                                                                                                                                                

If we’re the right fit, we’ll walk through implementation and ongoing monitoring of your 

journey long term too! Take the first step to see if we're a good match for this kind of relationship.


We have carefully crafted a proprietary process called 4-D Adventure Track to guide you through Defining, Designing and Departing on a revitalized financial adventure and then Discovering new adventures as you're ready.





Not ready for such a big commitment? Let’s go on a Coffee Date instead.
Schedule your complimentary Discovery Call today!
Discovery Call
Find Out More and Apply Now!