Contact
Schedule a discovery call with Dillon.
Thirty to forty-five minutes. Confidential. No product pitch. Tell us what the business is doing to your nights, and we will tell you whether we can help.
Request a conversation
We typically respond within one business day.
What to expect
- No pressure to become a client or move assets.
- You are speaking with a fee-only fiduciary firm.
- What you share stays confidential.
- If we are not the right fit, we will say so and point you toward a better next step.
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
Client access
Existing clients can open Schwab or the financial planning portal.
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.
Vital Investment Management
4045 St. Cloud Drive, Suite 100, Loveland, CO 80538