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 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.
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. Mobile users turn your phone sideways.
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
Get my finances organized
Increase my savings
Gain a perspective on my debt
Fund a major purchase
Evaluate my lifestyle
Assess my lifestyle protections
Spend more time with family
Start a family
Fund a family member’s education
Support a family member in need
Implement/Revise my will & trust
Explore new interests
Travel
Buy/Sell a business
Work by choice/retire
Legacy for family/community
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.
