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.