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DecisionPoint Services

We help unlock financial decision-making skill

Take 2-minutes and watch this video. 


Financial Wellness remains a confusing notion. It is not purely a result of the amount of money a person earns. In fact, it is based on the financial decisions made over the course of a working life regardless of earnings. These individual financial decisions, once made, serve to support, expand, and/or limit the likelihood of achieving personal financial wellness and peace of mind.  

Experienced experts

Our specially trained Decision Development Facilitators bring over 60-years of financial services experience and expertise. We invite you to use our knowledge as you develop and apply your own. 

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On one sheet of paper, facilitators walk QuickCheck™ participants through six financial areas, covering 25 key decisions that can lead to improved financial health and well-being."


Keli Alo - Co-Founder, DecisionPoint Services, LLC.

Financial Brainstorming

Empowers individuals to gain awareness of and process numerous decision points in a short amount of time; 60-minutes or less. Facilitators share their experience and knowledge for program participants to consider and fill in their QuickCheck™ worksheet, a wellness self-assessment tool. 

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Helping people think through financial decisions absent a product sales agenda is an unexpected and refreshing experience. While you can look anything up in the digital age, you can't download decision-making wisdom."


Mark Robinson, Co-Founder, DecisionPoint Services, LLC.

Financial stress & anxiety

The majority of people live a life marked by financial stress and anxieties. These emotional states serve to curb the enjoyment of life, and over time can rob a person of their health. Learning to better assess financial related decisions serve to lower debilitating stress and reduce decision related anxiety.

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QuickCheck™ creates a safe environment that helps individuals unlock deferred financial decisions within a best interest framework. It's totally participant-centric. It's YOU-centric."


Keli Alo, Co-Founder, DecisionPoint Services, LLC.

Empowerment

For some, it can be a little overwhelming. For most, it's just an awesome amount of actionable information in 60-minutes or less. Designed to help focus your action steps on 1-3 top priorities. Bringing you to a place of choice of what is most important to you. 

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It's a people helping people thing, focused on coaching and mentoring good people to make great decisions."


Keli Alo, Co-Founder, DecisionPoint Services, LLC.

Whether an individual, a financial service professional, or an employee benefit plan, QuickCheck™ delivers uncommon results and fosters individual best interest decision development."


Mark Robinson, Co-Founder, DecisionPoint Services, LLC.

Logical next step

Reach out to us and let's take 15-minutes to talk. We will quickly figure out if QuickCheck™ is right for you and/or your company.  

Let's schedule time to talk

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