Dillon Goodman, CFP®, CPA
Financial Planning for Small Business Owners in Northern Colorado
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Serving Clients Nationwide
Financial Planning for Small Business Owners in Northern Colorado
Areas of Focus
- Cash Flow
- Estate Planning
- Exit Planning
- Investment Management
- Tax-Efficient Planning
About Dillon Goodman, CFP®, CPA
Hi, I'm Dillon Goodman, Financial Advisor and CPA at Vital Investment Management, where I lead the firm’s work with small business owners and entrepreneurs.I am a CPA and CFP® professional who can sit in a business owner’s numbers without needing a translator. I work with clients throughout Northern Colorado, including Fort Collins, Greeley, and Windsor, from our office in Loveland. For most of the owners I work with, cash flow is uneven, most of their net worth is still inside the company, and the exit is a conversation they keep postponing.
I came to advisory the long way: through the books. I earned my accounting degrees at Brigham Young University and Idaho State University, then worked at Deloitte and in private accounting practice, where I saw the operating rhythm of closely held businesses from the inside and learned what business owners need from a financial advisor. They need someone who understands entity structure, cash, estimated taxes, K-1s, buy-sell language, and working capital, and who knows why a strong personal financial plan can fail when the company has a tight quarter. I lead this practice so owners can work with an advisor who already understands their P&L.
My role is to make the personal and business sides talk to each other. That means one coordinated plan for compensation, taxes, savings, and the life the owner is trying to fund; a portfolio designed around concentration risk and liquidity; and a realistic path from “someday” to a transition the owner can live with.
Outside of work, I enjoy playing basketball and spending time with my wife and our two daughters.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
- CFP Board
Primary Location
4045 St. Cloud Drive, Suite 100, Loveland, CO 80538
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the “Book a Discovery Call” button to schedule a confidential, 30–45 minute conversation with me about your business, your household, and the pressures you are under. There is no lengthy questionnaire, no obligation to become a client, and you will not be asked to move assets on the first call. If another professional, such as your CPA or an attorney, should go first, I will tell you. You should leave knowing whether Vital Investment Management is the right kind of firm for you and what a next meeting would cover.Offers Investment Management
Yes
About Vital Investment Management
Vital Investment Management is a local, independently owned, fee-only Registered Investment Advisor based in Loveland, Colorado.Who We Serve
We work with established business owners who are building the value of their business or planning their exit. Many have most of what they own tied up in the business, including the company, the building, and the book of business, and want one firm that can plan for the company, the household, and the handoff together.
How We Work
Vital Investment Management is a local, independent, fee-only fiduciary firm formed in Colorado in 2019, and investment and planning decisions are made in Loveland. Our process follows four steps:
1. Discovery Call: A conversation about the business, the household, and the pressures the owner is under.
2. Deep Dive Planning: Over two to four weeks, we gather entity structure, cash, tax estimates, personal statements, and ownership documents into one view of priorities, gaps, and recommendations.
3. Implementation: Work is paced to the business so the company is not disrupted, with introductions to counsel or the client’s CPA when needed.
4. Ongoing Partnership: Quarterly reviews, rebalancing, and plan updates as the business changes.
What Clients Can Expect
Our work covers treasury and cash management, investment management, comprehensive financial planning, business transition and exit planning, and estate and succession planning. Clients receive specific recommendations, a named owner for each action, and a written record of why each decision was made. Clients always know the next step, who owns it, and why it matters.
Vital Investment Management is an SEC-registered investment adviser. There are no minimums to work with the firm.
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Vital Investment Management, LLC is an SEC-registered investment adviser whose principal office is in Colorado. The adviser may not transact business in states where the firm is not appropriately registered, excluded, or exempted from registration. However, the firm may register with any state within the United States as needed. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Past performance does not guarantee future returns. A copy of our Form ADV Part 2A discussing our advisory services and fee schedules is available for your review upon request.
CFP® disclosure: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Education
BS Accountancy, Brigham Young University | MS Accountancy, Idaho State University
Hobbies and Interests
- Basketball
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Contractors
- Entrepreneurs
- Pre-Retirees
- Specialty Sub-Contractors
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