Our Approach

Ask yourself these three, straightforward questions

• Are my key questions being answered?
• Do I have ongoing concerns?
• As the primary participant in my 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 is to engage with us via GameBoard©…our innovative, leading edge technology delivering leading edge thinking.

Ultimately, we want you to believe in your ability to make financial progress…to achieve 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©

Business Life Cycle Planning

Dietz Gameboard©

with
DNFM Awareness©

Business Life Cycle Planning

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