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DecisionPoint Services

we've got a super cool financial brainstorming system that's your "bff" when dealing with decisions and financial stress.


Keli Alo - Co-Founder

brainstorm on YOUR JOURNEY TO FINANCIAL WELLBEING

Hey there, financial explorers!

Navigating the twists and turns of today's financial world can be a head-scratcher, right? That's where DecisionPoint Services (DPS) swoops in to save the day with financial brainstorming!


We're not your average financial support crew, we're all about boosting your sense of relief by growing your decision-making prowess and skill as a financial explorer. Whether you're an individual, part of a dynamic duo, a hardworking employee, or steering an entire organization, DecisionPoint is here to amp-up your financial skills and give you that extra boost of confidence in managing your finances.


Let's turn your goals and aspirations into reality, one smart decision at a time!

use FINANCIAL BRAINSTORMING to relieve the stress of doing finance alone

What's Financial Brainstorming

5-step PROCESS to create better FINANCIAL outcomes

master financial decisions and become a savvy buyer of THE financial products YOU NEED.

Start your journey here

whether you're ready to act or still a little intimidated

Hey, future financial gurus!

You are not alone if financial decisions get intimidating. Remember what FDR once said, "The only thing we have to fear... is fear itself!" Well, we're all about helping you conquer any worries you might have about financial concepts. We break things down into simple, easy-to-understand language, so you can grasp the important principles and tools and see how they relate to your own life and financial wellbeing.


Imagine having a laid-back chat with us that not only boosts your financial know-how but also gives you the confidence to navigate your options, make savvy choices, and prioritize actions that set you up for financial success.


Excited to take your financial game to the next level? Let's get to some financial brainstorming.

A Self-Assessment is the First Step

Whether you're just starting your financial journey or a seasoned financial explorer, assessing the now serves to set the table for the next steps. 

Schedule Your Assessment Now

5 BRAINSTORMING SERVICES SUPPORT YOUR WELLNESS JOURNEY

brainstorming unlocks personal power

Figuring out tricky financial decisions can be a bit of a puzzle, especially for a financial explorer like yourself. When you hear the vague answer "it depends," it might make you feel a bit lost and unsure of where to go. But worry not! Your Facilitator is here to guide you on your financial brainstorming journey.

What's a Facilitator

Financial brainstorming - like mom's apple pie

mom's recipe for passing on wisdom

My Mom taught me how to bake the world's best apple pie! She was the maestro. I was the novice. Through listening to her experience and knowledge, I learned to apply the little gems that never showed up in the recipes she "followed". The process of a master baker was so much more than the words and instructions found on a recipe card, in a book, or on the web. Wisdom was passed from one person to another. It was through discussion, idea exchange, and demonstration that my Mom passed her craft on to me, into my kitchen, and the hearts and bellies of those she loved most.  


As a Co-Founder of DecisionPoint, we strive to be like Mom. As a team, we wish to pass on the financial wisdom  we've collected from one person to another. We hope that through discussion, idea exchange, and demonstration that Financial Brainstorming passes our experience and knowledge to you, into your lives, and the lives of those you love most. 


Keli Alo, Co-Founder

mix and match financial brainstorming services for employer benefit plan and participant needs

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