Financial Brainstorming™

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Well, you've done it!  You've taken a QuickCheck™,  have your Action Items, you're fired-up, and you're asking "Okay, now what?" We've got you covered.        

On your QuickCheck™ PDF under "My Action Items", there's a list of Action Steps you can take to address each of your Action Items. These options include:

• Links to credible sources to help you explore the topic of your Action Items. (We've saved you the trouble of searching and scrolling)
• QuickLinks™ to employee benefts or resources specific to your Action Items. (No need to wade through your benefits package)
• If you're a Do-it-Yourselfer (DIY), links to resources and tools to help you accomplish your Action Items in short order. (And if you're a true DIYer, you won't use any of our suggested links anyway. We know this.) 
• If you'd prefer working with an insurance agent or financial advisor, we offer investor protection guides to help you find "Mr or Ms. Right". (Let's not make this a blind date)

If these options don't vibe with you, or you're thinking, "I've read all this all this sh*t before, which is why I never acted on it", there's one more option: 

• DecisionCheck™.  A 15-minute post QuickCheck™ brainstorming session between you and a DecisionPoint Advocate. The purpose of this session  is to have you either a) reconfirm that your Action Items are right for you, or b) decide that other Action Item(s) are more appropriate.

Don't worry. We don't sell you, we don't steer you.  We develop great decision-makers one mind at a time™.