DP Logo Sans Tag 071320Independent Financial Coaching
& Consulting Firm

ERC Member Savings: discounts average over 25% off standard costs for Non-Members

DecisionPoint Services, LLC. (DPS) is an independent financial coaching and consulting firm specializing in helping busy, easily-distracted employees develop the personal skills of sound judgement and informed decision-making.  

DPS programming improves attendees’ financial confidence, arms them with prudent financial judgment, and the ability to act in their best interest when addressing important financial-related matters – in 60-minutes or less.

DPS programs serve employees and plan participants by:

  • Leading participants on a personal, self-assessment of their state of financial health
  • Simplifying complexities of financial-related decisions of all kinds
  • Taking a fresh look at offered employee benefits through the lens of personal financial wellbeing
  • Cultivating individual intent to take first-step actions and improve overall financial health

DPS programs serve employee benefit plans and plan managers by:

  • Increasing benefit plan utilization
  • Improving plan ROI
  • Providing a feedback loop to benefit plan managers for continuous plan improvement

All DPS clients receive a complimentary Sounding Board assessment on your organization’s current educational and wellness programs and offerings. 

ERC members receive discounts on the following services and programs:

  • QuickCheck™ – a financial wellness self-assessment and review of over 20 vitals to financial health
  • QuickChat™ – workshops that take a deeper dive into specific topics and subject matter
  • QuickCheck™ OEP – a pre-open enrollment workshop
  • Sounding Boards – one-on-one financial coaching slots

Contact DecisionPoint:

Mark Robinson
Phone: 772-497-4440 
Email: mark@DecisionPointSvcs.com
Website: www.DecisionPointSvcs.com

Be sure to tell them that ERC referred you!