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DecisionPoint Services

Developing Your Decision making wisdom

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Please watch A couple short Videos introducing QuickCheck™

QuickCheck™ created for individuals and groups

A unique, high touch financial decision development and brainstorming service that protects individual best interests. 

Group QuickCheck™ includes employee benefit plans

Use our 60+ years of experience and expertise to develop your own and reduce the financial cost of not knowing.

QuickCheck™ and it's pillars of transparency

No Sales Zone

Easy, Simple, Quick

No Sales Zone

Decades of financial expertise and knowledge, none of the financial service product sales agendas. 

Straight Talk

Easy, Simple, Quick

No Sales Zone

Untangling financial confusion and throwing away industry jargon; powers up understanding, confidence, and action.

Easy, Simple, Quick

Easy, Simple, Quick

Promote Offered Plan Benefits

 To move the mind to a point of willingness to listen; keep it simple stupid.

Promote Offered Plan Benefits

Promote Offered Plan Benefits

Promote Offered Plan Benefits

For employee benefit plans, we amplify existing benefits and programming; no need to change anything. A huge need to connect all the decision dots. 

Validate Financial Decisions

Promote Offered Plan Benefits

Validate Financial Decisions


Everyone wants someone they can trust to bounce ideas and decisions off of without the anxiety of a product sales experience.

Develop Decision Confidence

Promote Offered Plan Benefits

Validate Financial Decisions

 Gain insight with the right information, gather tools to protect your best interests, and realize your capacity to make sound financial decisions. 

We've taken product sales out of the recipe

It's a "people helping people thing" with uncommon results.

  • Simplifies vital financial decisions. 
  • Empowers confidence and raises participant assessment skills.
  • Shares professional and industry best practices and perspectives.
  • Improves individual financial management skills.

What should a person expect during a QuickCheck™?

  • Stories, actionable information, and probing questions that trigger critical thinking and self-assessment.
  • Review of over 25 vital financial decisions on the path to personal well-being. 
  • Hyper-focused, 2-3 minute discussions per QuickCheck™ vital. 
  • Improved participant financial assessment skills and the confidence to take action on top personal priorities. 
  • Amplifies the importance of existing educational and wellness programs offered through many employee benefit plans.

Passing our experience and knowledge on to others

The Information Age is a wonderful, and still challenging era for individuals handling financial related decisions.

Google searches of financial related topics customarily end with over 500,000,000 search results. 

The question is that with that much information, where does a person begin? The follow-up question then becomes, how much of all that information is enough to reduce the financial cost of not knowing? Access to decision-making wisdom traditionally comes from those that know for the benefit of those that do not. 

We developed QuickCheck™  to help folks think through the stuff they need to think through before it's too late. We hope that each participant's experience reduces the cost of not knowing, and stress associated with decision regret.

Logical next step

Reach out to us and let's take 15-minutes to talk. Let's figure out if QuickCheck™ might be a program that's right for you and/or your company.  

Let's schedule time to talk

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