Our Approach

Ask yourself these three, straightforward questions

• Are my key questions being answered?
• Do I have ongoing concerns?
• Am I actively engaged in my own financial experience?

If you can’t answer these with a resounding “Yes!” then read on.

The path to financial success is personal. With each step you must believe in your ability to make financial progress, and

• Ask the right questions
• Explore a range of possibilities
• Take action toward the desired outcomes

The DNFM team acts as your guide on this path. The DNFM Experience© integrates your vision and your financial resources to achieve personal fulfillment and security. We want you to believe in your ability to make financial progress.

Engage with us via Dietz GameBoard©…our innovative, leading edge technology delivering leading edge thinking.

DNFM’s skills are focused on and applied to our clients’ objectives.  Our ever-evolving world demands agility.  We serve our clients in an ever-growing list of practice areas:

• Personal Wealth Building & Enjoyment
• Retirement Income Programs
• Multi-Generation Wealth Creation & Distribution
• WhaleTail ValueBuilder™ Process
• Business Capital Transfers Using Efficient Keep-Sell Techniques
• Company Sponsored Key Contributor Compensation Programs

We’d love to partner with you.

Start the DNFM Experience©. Click the play button below.

Business Life Cycle Planning

Dietz Gameboard©

with
DNFM Awareness©

Business Life Cycle Planning

WhaleTail Gameboard©
with
DNFM Tier System of Business Owner Priorities©