Tired of Financial Burnout?

So were we. 

After almost losing our coffee shop to a flood we decided it was time to 

turn in a new financial direction...

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

Who We Are

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

Amanda and Brandon Neely

How We Partner

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.

Book a Discovery Call With Us Today

Additional Services

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

Book a Discovery Call
Read our story here!

Too many Americans are stuck or simply going through the motions. Maybe today, you feel like there's no way out of the corner you've been backed into by life's circumstances.

That was us at one time too! Seriously, we were doing all the conventional thinking - budgeting, saving, keeping an emergency fund, getting out of debt. Yet, like too many, we got stuck just putting one foot in front of the other hoping the tides would change in our favor. 

Then, our lives changed forever because we decided we HAD to do something different. A big part of it was that we found a financial ally so that we moved in the right direction. 

The journey to build wealth has given us the freedom to choose our own unique adventure. We can honestly say, "Wealth building is a journey worth taking!" 


Creates confidence and certainty during all phases of life

Assists in launching after your riskier dreamsriskier dream

Aims to reduce lifetime tax obligations

Protects those you care most about

Makes it possible to be better than debt free

  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!