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DNFM & Dietz 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 and goals using Dietz Gameboard© technology
  • Producing consistent, positive results built on judgement, experience, and innovative technology

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 execute a successful exit plan based on their terms.

Creating and Positioning Resources to Support Your Life's Ambitions

game board

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.


Instructions:
One at a time, tap on those that resonate with you and then tap on the box where you want them recorded.

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

trash
Get my finances organized
Increase my savings
Gain a perspective on my debt
Fund a major purchase
Spend more time with family
Start a family
Fund a family member's education
Support a family member in need
Evaluate my lifestyle
Assess my life style protections
Explore new interests
Travel
Buy/Sell a business
Work by choice/retire
Implement/Revise my will & trust
Legacy for family and/or community
get your results

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.