DNFM & WhaleTail GameBoard©
With 40 years of experience, Dietz NextStage Financial Management, LLC is dedicated to
- Preparing families and business owners for a successful financial journey
- Prioritizing your life’s ambitions using DNFM Gameboard© technology
- Producing consistent, positive results built on judgement, experience and innovation
DNFM strives to provide value to families, helping them attain the prosperity needed to structure a sustainable lifetime income. For business owners, we regularly provide the focus required to help execute a successful exit plan based on their terms.
Identify life's want to do's and have to do's.
Have Fun!
Here's a list of priorities that regularly impact people's lives.
Moblie Users,turn your phone to Landscape.
Instructions:
One at a time, tap on those that resonate with you and then tap on the box where you want them recorded.
On the right is a list of priorities.
Leave those that don't apply. Any can be placed in the trash.
Instructions:
One at a time, tap on those that resonate with you and then tap on the box where you want them recorded.
On the right is a list of priorities.
Leave those that don't apply. Any can be placed in the trash.
Want to Now
Want to Later
Have to Now
Have to Later
Priorities
Consistently increase value in my business
Solidify my process to move business equity to my personal balance sheet
Protect my plans for business continuity/transition
Share my written plans and signed documents with family and advisors
Align registration of my assets with my written plans
Protect my legacy from eroding healthcare costs and increasing taxes
Clearly define what enjoyment means for me
Position resources for lifetime tax favored access and income
Become aware of post-ownership taxation strategies
Align key contributors with my long-term strategies
Quantify key contributor value to my business
Efficiently reward my key contributors
Please enter the following information
A copy of your results will also be sent to [email protected].
We may contact you to discuss your priorities and determine if we could be of assistance.
For your own safety: Before submitting any information to any adviser, you may use FINRA's BrokerCheck, found here, and do a background check on the adviser in question.
