We’re here to help you Get Comfortable with your money.
Gain clarity about where you are, create a plan of action, and move forward confidently knowing you’re on track to meet your goals.
Are any of the following statements true for you?
You wonder how you can make your retirement dream a reality someday
You’re unsure of Traditional vs Roth for retirement, or how much you should be saving
You’re struggling to balance saving for your child’s education with your own financial security
You’ve changed jobs and now have a growing collection of 401Ks
You’re working through a divorce and need to be represented financially
You simply do not think it’s fun to manage your investments on your own
You’ve received an inheritance and need to know how (or if) that changes your financial plan
You’re retired (or are about to retire) and want to ensure you don’t run out of money
You want to ensure your estate plan fairly distributes your assets
You’ve recently married and want to build a solid financial foundation with your spouse
Wherever you find yourself, we’re here to help you Get Comfortable and create a plan so you can be confident about your financial future.
Get started by scheduling your first meeting today. There is no charge for an initial consultation.
We’re not your typical financial firm. Here's why.
No Suits & Ties Here
We believe before you can Get Comfortable with your finances, first you need to be comfortable. We strive to create an authentic, cozy, and safe environment that makes open conversations and real change possible.
Finance Jargon Be Gone!
It’s not your job to know finance terms nor should it be! We will always talk to you in plain, simple terms you can understand so you can make decisions with confidence.
It's About More Than Money
A life measured only in dollars can never be truly rich. We take the time to get to know our clients - your aspirations, hopes, and dreams - so we can get a complete picture of where you want to go in life.
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Let's Get to Know Each Other
Art Dinkin, CFP®
Owner and CERTIFIED FINANCIAL PLANNER®
A husband, pilot, dog lover, and maker of dad jokes among many other things. Read full bio...
Grayeson Griess
Financial Planner
A fisherman, hunter, hockey fan, and world traveler when not advising finances. Read full bio...
Paisley
Chief Beagle Officer
A friendly, cute, and cuddly Beagle who keeps the office safe from intruders and is a master shedder. Read full bio...
It’s never too late (or too early) to Get Comfortable with your finances!
Book a complimentary call at a time that's convenient for you.
What does DV stand for?
DV is short for Da Vinci! When naming our organization, I thought the creative, unlimited thinking of Leonardo da Vinci was an inspiration for how we approach our clients’ financials. He did not refute the best understanding of science and technology of his time, but he refused to be limited by it either. In this way, he is the perfect muse and namesake for our firm because we strive to think openly and creatively every day to support our clients.
Art Dinkin, CFP®
Owner, DV Financial