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    • About
    • Financial Brainstorming
    • Our Services
      • QuickCheck™
      • QuickDive™
      • PicturePlan™
      • SoundingBoard™
      • LegalShield®
      • Health Care Relief™
    • Our podcast
    • Our Blog
    • Scheduling
    • Contact Us
  • Home
  • About
  • Financial Brainstorming
  • Our Services
    • QuickCheck™
    • QuickDive™
    • PicturePlan™
    • SoundingBoard™
    • LegalShield®
    • Health Care Relief™
  • Our podcast
  • Our Blog
  • Scheduling
  • Contact Us
DecisionPoint Services

quickdive™

For your research journey, Facilitators are here to jump into a more targeted brainstorming session alongside you. QuickDive™ zeroes-in on specific sections of the QuickCheck™ assessment, making our collaboration more tailored and effective. Let's dive in together!

QuickCheck™ vs. QuickDive™

Financial Services, it's like a totally different language and intimidating

Most folks we encounter have a solid grip on this whole life thing – they've got their skills down. However, when you start chatting in a whole new language, like "financial speak", some folks might feel a bit lost. That's where QuickDive™ steps in, turning financial jargon  into everyday concepts and ideas we can all relate to. It's designed to guide you towards those "now what" decisions. Let's make this financial journey feel like a breeze!

Contact Us to Schedule

Quickdive™

QuickDive™ modules

  1. Giving jobs to dollars - budgeting and debt management
  2. Health Care Cost Containment 
  3. Retirement and investment planning
  4. Financial protection and risk management
  5. Legal documents and estate transfer concepts


High energy, interactive working sessions

Bringing innovative programming that fosters taking action in your best interests and through the lens of your definition of financial wellbeing and peace of mind.

It's not about education or whiz-bang apps

ATTENTION: The light radiating through the keyhole is not a smartphone screen. It's wisdom and judgement, which can't be downloaded and swiped through. These are  acquired attributes. During your QuickDive™ Your Brainstorming Facilitator will transfer a bit of their wisdom and judgement onto you so that you can make sound and beneficial financial decisions that improve your financial wellbeing.

So you're at the "I need to do some research" step?

We meet more people that hit "the research overload" moment. Good people that never did a thing because research overload overwhelmed the urgency to take action and complete a decision. QuickDive™ serves to get a jump start on gathering information without wasting time or brain cells. 

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