Vital Investment Management
Alpine lake and granite peaks in the Colorado Rockies

For business owners

Business-owner wealth advice: book a discovery call with Dillon.

Thirty to forty-five minutes with Dillon Goodman, CPA, CFP®. Confidential. No product pitch. Cash, taxes, a possible sale, or wealth outside the company — we will tell you whether we can help.

  • Fee-only fiduciary
  • SEC-registered RIA · CRD #300811
  • You meet Dillon — not a call center
Book time with Dillon

Request a conversation

We typically respond within one business day.

Cash, taxes, a possible sale, succession, or building wealth outside the company: whatever is actually on your mind.

Preferred contact method

Or book a time on the Acuity calendar.

Submitting this form does not create an advisory relationship. We will not share your information, and there is no obligation to become a client.

What to expect

  • No pressure to become a client or move assets.
  • You meet Dillon Goodman, CPA, CFP® — a fee-only fiduciary.
  • What you share stays confidential.
  • If we are not the right fit, we will say so and point you toward a better next step.

Call (970) 776-3316

Text (970) 284-8555

4045 St. Cloud Drive, Suite 100, Loveland, CO 80538

Monday–Thursday, 8:30 a.m.–5:00 p.m. MT; Friday, 8:30 a.m.–3:00 p.m. MT

SEC-registered RIA · CRD #300811

Main firm site: vimadvisor.com

Client access

Existing clients can open Schwab or the financial planning portal.

Schwab LoginFinancial Planning Login

Schedule online

Book a small-business consult with Dillon Goodman on Vital's Acuity calendar.

Meet with Dillon

Prefer a new window? Open the Acuity scheduler.

Get directions
Meet with Dillon