Facilitators transfer knowledge and know-how
Developing Your Perspective to Empower Your Decisions
I once had a client share something really insightful with me: "Financial advice can be tricky because it's hard to tell if it's genuinely good for me, good for the advisor, or a good for both of us." This client was the brains behind a super successful marketing and advertising company, with a personal net worth exceeding $30 million.
This revelation contributed to sparking the creation of DecisionPoint's Financial Brainstorming System. Armed with years of experience, we understand that making solid decisions often requires a broader perspective. Unfortunately, typical financial sales meetings don't always provide that perspective. Real perspective comes from delving into various aspects of financial choices like investments, insurance, estate planning, and taxes. You can gain this insight through traditional education, self-study, or, now, with DecisionPoint's Financial Brainstorming with Experts Services.
Think of our Facilitators as your friendly guides. Their mission? To help you shape your perspective based on your reality and priorities. The sessions aim to offer straightforward steps for tackling your most important financial aspects, bringing you a sense of relief. We're here to make your financial journey as clear and comfortable as possible!
