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.
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.
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.
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.
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.