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QuickCheck™ and it's pillars of transparency
No Sales Zone
Easy, Simple, Quick
No Sales Zone
Decades of financial expertise and knowledge, without sales agendas.
Refreshing
Straight Talk
Easy, Simple, Quick
No Sales Zone
Untangling financial terms and removing industry jargon improves the understanding, confidence, and outcome.
Easy, Simple, Quick
Easy, Simple, Quick
Promote Offered Plan Benefits
To train the mind to be willing to listen, keep it simple, stupid.
Promote Offered Plan Benefits
Promote Offered Plan Benefits
Promote Offered Plan Benefits
There is no need to change anything for employee benefit plans; instead, we enhance current benefits and programs. There is a serious need to connect all the decision dots.
Validate Financial Decisions
Promote Offered Plan Benefits
Validate Financial Decisions
Everyone wants someone they can confide in to bounce ideas and decisions off of without the stress of a product sale.
Develop Decision Confidence
Promote Offered Plan Benefits
Validate Financial Decisions
With the right information, you can gain insight, gather tools to protect your best interests, and realize your ability to make sound financial decisions.
We've taken product sales out of the recipe
It's a case of "people helping people" with remarkable outcomes.
- Makes critical financial decisions easier.
- Increases participant confidence and assessment skills.
- Enhances individual financial management abilities.
What should a person expect during a QuickCheck™?
- Stories, practical knowledge, and thought-provoking feedback that encourage reflection on oneself.
- Review of more than 25 key financial choices that affect personal wellbeing.
- Hyper-targeted, 2-3 minute discussions per topic.
- Encouragement to follow along and answer your own assessment questions; Yes, No, and Action Item.
Passing our experience and knowledge on to others
The Information Age is a wonderful, but still challenging, era for people making financial decisions. Google searches for financial topics typically yield over 500,000,000 results.
- The question is, where does one begin with so much information?
- The next question is, how much of all that information is enough to offset the financial cost of not knowing?
We created QuickCheck™ to help people think through the things they need to think about before it's too late.
We hope that the experiences of each participant minimizes the costs of not knowing and indeed the stress associated with decision regret.