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Unlock Hidden Savings, Streamline Operations
and Build Teams that Stay and Thrive
With an extensive network of vetted professionals and industry experts, we specialize in aligning organizations with the right resources to meet their objectives - without sacrificing quality. Our Solution Broker approach ensures you get the right solution for your specific needs.
Connect the Dots Solutions (CTDS)
Our best-in-class, comprehensive solutions help organizations and school districts reduce expenses, strengthen operations and provide unique benefits to recruit and retain employees. Confidential solutions for individuals ease financial stress, strengthen financial wellness and provide long-term financial success. Explore our Employer and Individual Solutions below.
Employer Solutions
Helping organizations reduce operating costs and strengthen workforce benefits.
Lower utility and infrastructure costs
Streamline processes and reduce inefficiencies
Strengthen benefits that support your workforce
Individual Solutions
Supporting individuals with protection, planning, and financial confidence.
Coverage aligned to real-life needs
Tools to reduce stress and build confidence
Protect income, assets, and loved ones
How We Do It
We often partner with companies that aren’t sure where to start, yet they know something has to change. Our experts will connect you with tailored solutions that align with your organization’s needs and challenges. Our results driven approach blends financial optimization with people strategies, ensuring measurable savings and more satisfied individuals and employees.
Performance-based Model
Measurable savings,
not vague promises.
Solution Broker Approach
Connecting clients with vetted experts rather than one‑size‑fits‑all consulting.
Risk Reduction
Minimizing exposure while implementing change.
Talent Retention Focus
Blending financial optimization
with people strategies.
What Our Clients Are Saying About Us
"From day one, Tracy approached our fast-moving, complex environment with a rare combination of strategic thinking, hands-on execution, and genuine ownership. She quickly immersed herself in our business, our suppliers, and our customers, and within a short period of time she was operating as a core member of our leadership team rather than an outside consultant."
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Ty Christensen
Pet Food Integrity