Our Approach
Ask yourself these three, straightforward questions
- Are my key questions being answered?
- Do I still have ongoing concerns?
- As the primary participant in my current financial experience, am I actively engaged?
If you can’t answer these with a resounding “Yes!” then read on…
We believe the path to financial success is personal. The DNFM team acts as your guide on this path. Each step is purposefully designed
- To ask you the right questions
- To explore your possibilities
- To take action toward your desired outcomes
The DNFM Experience© integrates your financial resources with your vision of personal fulfillment and security. Your first step to engage with us is by using our innovative GameBoard© technology. We strive to deliver leading edge thinking using leading edge technology.
Ultimately, you must believe in your own ability to make financial progress…to jumpstart financial self-efficacy.🛈
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
- Protected & Secure Retirement Strategies
- Multi-Generation Wealth Creation & Distribution
- Business Value Optimization
- Business Capital Transfers Using Efficient Keep-Sell Techniques
- Company Sponsored Key Contributor Compensation Programs
We’d love to partner with you as your guide.
The DNFM Experience©
Personal Lifestyle Planning
Business Life Cycle Planning
Personal Lifestyle Planning
Dietz Gameboard©
with
DNFM Awareness©
Identify life’s want to do’s and have to do’s
Clarify your dreams and focus on your opportunities
Get ready to make progress
Business Life Cycle Planning
WhaleTail Gameboard©
with
DNFM Tier System of Business Owner Priorities©
Improve your probability for business success
Prioritize your key concerns
Determine your preparedness to face issues