What is “wealth?”
By wealth, we mean personal development, spiritual treasures, relational capital, physical well-being, and financial assets. What good are financial assets if we don’t have the others?
We believe that as you grow in one area, you often grow in other areas. We've found that wisdom from one area translates well in other areas of wealth.
What if I already have a "guy"?
We respect that relationship. In fact, we recommend putting together a financial “team” so that you hear diverse opinions and ideas.
We simply ask for 1 commitment from you as the Chief Pioneer of your adventure: always be transparent in the process.
If you can do that, we’d love to be part of your adventure.
I’m currently stressed and anxious about making any big decisions, why should I reach out to you now?
Even those who complete only the 1st D (Defining) in our
4-D Adventure Track tell us they got something out of it to further their financial journey and bring them more peace about the road ahead.
We’d love to see how we might bring a different, more calming perspective to your current situation.
How much work is involved? What do I need to do to prepare?
We try to keep the prep work to a minimum, but remember, we’re inviting you on an adventure. If you want to climb a financial Mt. Everest, there’s a different degree of “training” than if you’re taking a walk around the block.
As with so many things in life, the more you put into it, the more you’ll get out.
So, you decide ...
How much do you need to prepare and work to get what you want out of our relationship?
Are you fee-based or do you make a commission for selling products?
Both. Either.
Here’s what you’re really looking to know though:
We only want what’s best for you now and over the long term. We never put our interests above yours.
If you ever get the sense that we are, we invite you to call us out on it. There’s probably been a miscommunication that we need to clear up.
How did you get into this business? What are you trying to accomplish?
Guess what? It’s an adventure!
The short version is this:
Our founders (Brandon and Amanda) both grew up in poverty. Entrepreneurship helped open their eyes to building wise wealth. Their lives were transformed so much that they decided they had to share it with others. The mission: end poverty for good by focusing on foundational wealth that allows for greater stability and generosity.
The long version is available here!
Should I pay off my debt first before contacting you?
This one is easy - NO!
As they say, “There’s more than 1 way to eat an elephant.” We’d love to run the numbers on how to pay off your debt in a way that helps you meet your other financial goals.
How much money do I need to work with you? Is this only for rich people?
Our sweet spot is working alongside individuals who are serious. We know plenty of “rich” people who aren’t serious about building wealth.
We know others who - no matter their starting point - are going places because they are taking their journey seriously.
As long as you have a mustard seed of seriousness, we would love to work with you.
Do you work with ____________?
Perhaps. We are super inclusive and already have a diverse set of clients.
We find our work to be enriched by working alongside individuals of every age, gender identity and expression, sexual orientation, race, ethnicity, nationality, immigration status, culture, disability, and socio-economic background.
The only people we can't work with are those who don't schedule a Discovery Call.
There are some instances where we won’t be the best fit for someone. In those instances, we try to point them in a helpful direction and give them some resources to further their journey!
Meet the Team
Brandon Neely
Co-Founder, CEO
Amanda Neely, CFP®
Co-Founder, CEO
Amy Lane
Client Service Assistant
Ben Cook
Operations Specialist
Kristi Duncan
Client Service Assistant
Testimonials
