DecisionPoint is a financial wellness service that does for employers what educational programs and websites can't: foster the focus and motivation employees need to engage, ask the right questions, make decisions, and take action to improve and protect their financial wellbeing.
DecisionPoint is composed of two services:
QuickCheck is an eye-opening, 25-minute one-on-one session between an employee and a specially-trained facilitator who will raise their awareness on 25 key financial vitals while fostering the focus and motivation they need to make decisions and take action to improve and protect their financial wellbeing.
Benefit to Your Employees
vital on their overall financial wellbeing.
into a "Top 3 Action Items" list.
(Unaffiliated with QuickCheck).
Anywhere, Anyway and (almost) Anytime
QuickCheck sessions are avialible in-person, or by free video conferencing services using a laptop, tablet/iPad or even a phone. Perfect for busy, time-pressed employees who know they need to address their financial situation, but can’t seem to find the time or a way to do it.
Benefits to You
A QuickCheck for Everyone
All age groups, knowledge levels and financial situations can benefit from QuickCheck.
Vetted and Valuable
While some of us are “do-it-yourselfers” when it comes to investing outside of the retirement plan, many of us prefer to use a financial advisor. But the outside world of financial services is very different from the protective “cocoon” of the retirement savings plan. How do you select the right advisor? How do reduce uncertainty? How do you make informed and beneficial decisions when you don’t even know what questions to ask, or what to look for in an answer? Help is here.
Informed, Aware and Careful Consumers of Financial Services
QuickGuides are a set of 6 protective and easy-to-follow guides that help your employees make more-informed and beneficial decisions when the enter the complex and confusing world of financial services seeking advice and services beyond the scope of the benefits and resources you offer. The guides are written so that anyone from novice to expert can pick them up and use them.
The Value of QuickGuides
No investor advocacy group or educational program offers anything like QuickGuides.