Single Point Partners
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Single Point Partners is a fee-only financial planning firm based in Boston, MA, designed for families seeking a comprehensive approach to managing their financial lives. The firm emphasizes a partnership model, focusing on proactive financial planning rather than mere advice to ensure that clients stay organized and make informed decisions across their entire balance sheet.
Through their Wealth Logistics service, Single Point provides personal CFO support with a fixed-dollar annual fee, placing transparency at the forefront of their client relationships. By utilizing tools like Knudge, a custom Financial Life Calendar, and SingleView, a Financial Accounts Dashboard, they aim to simplify the complexities that often accompany financial management.
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