setting financial trailblazers up for success
Our journey of becoming your trusted ally
Hey financial trailblazers! Let's talk money. Most folks usually dive into financial decisions with a guide (the help of a financial advisor). But guess what? It's often someone trying to sell them the latest and greatest. We get it, the struggle is real. But here's the plot twist!
Enter DecisionPoint Services, where we believe you should get insights from folks who know their money game without the whole sales pitch drama. We're all about empowering you to make choices with confidence and skill. No more feeling like you're stuck in a sales talk loop!
Our story? Picture two financial gurus, each with 25 years of wisdom, who decided it was time to shake things up. They were tired of the same old song and dance where nobody really helps you figure out how to nail those money decisions and build a winning financial pattern.
So, armed with experience and a love for coaching, they created DecisionPoint Services. In a world full of sales pitches, they thought, "Why not help people get real with their financial decisions and change their stars while doing it?" Because, honestly, who wouldn't want to take simple steps to boost their overall financial wellbeing and balance?
Join us on this financial adventure – where good ole fashion brainstorming trumps the sales pitch, and you're the hero of your money story!
The co-founders
Keli Alo and Mark Robinson
Alright, let's get real. We're not your typical financial whiz kids – we're Mark and Keli, the brains behind DecisionPoint, and we've been around the financial block.
Mark? He's not just about crunching numbers; he's a maestro who handled over $150 million in assets during his active years. And Keli? Well, he's worn multiple hats – registered investment advisor, chief investment officer for a whopping $400 million in assets, venture capital investor, private equity enthusiast, and even co-founder of an oil and gas fund. Talk about a dynamic duo!
As your Go-To financial brainstorming allies, we've got our fingers in every financial decision point – budgeting and debt, insurance planning, estate planning, investment planning, and business succession planning. We're not here for the product sale; we're here to make you a better buyer of the financial products you purchase.
Our mission is simple. We want to flip the script. Instead of working with conflicts of interests, we're focusing on giving you the chance to collaborate with real experts – that's us – and map out your personal financial journey absent the product sales loop.
So, let's skip the formalities and get down to what really matters – your personal money story. We're here to make it epic!
About DecisionPoint Services
Keli Alo
Team DecisionPoint
Mark Robinson
Meet Keli – not just a Co-Founder, but the heart and soul behind DecisionPoint Services. As an Army veteran, he brings a "trust and verify" mentality as our Executive Facilitator. Keli wears many hats, and by many, we mean ALL of them! From financial wizardry to creative brilliance, and from handling admin tasks to orchestrating operatio
Meet Keli – not just a Co-Founder, but the heart and soul behind DecisionPoint Services. As an Army veteran, he brings a "trust and verify" mentality as our Executive Facilitator. Keli wears many hats, and by many, we mean ALL of them! From financial wizardry to creative brilliance, and from handling admin tasks to orchestrating operations – Keli and Team DecisionPoint has it covered with a warm smile.
Mark Robinson
Team DecisionPoint
Mark Robinson
Say hello to Mark – not just a Co-Founder, but the architect of Health Care Relief™. He is the creator of our health care cost containment services and programs. His contemplating manner and philosophical chops lead the charge in keeping health care costs in check. Like the wizard behind the curtain, making sure everything Health Care Re
Say hello to Mark – not just a Co-Founder, but the architect of Health Care Relief™. He is the creator of our health care cost containment services and programs. His contemplating manner and philosophical chops lead the charge in keeping health care costs in check. Like the wizard behind the curtain, making sure everything Health Care Relief™ runs smoothly. From financial finesse to creative flair, and from administration to operations – Mark's got his hands in it all with a warm touch.
Team DecisionPoint
Team DecisionPoint
Team DecisionPoint
But here's the secret sauce – we're not just a team; we're a family of home-grown advocates and strategic allies. Together, we're not just here to tell stories; we're here to craft YOUR money story. Let's make it epic!