Core Values & Operating Principles

Single Point defines our Core Values as:

Objectivity: Never confuse advising with selling, the client’s best interests are always served.

Integrity: Provide an honest assessment of clients’ financial affairs and the impact of the decisions they make as if they were those of our own families.

Respect: Treat everyone with courtesy and respect.


Operating Principles

These principles are critical for Single Point to deliver on the vision of the firm:

  • Set clear client, third party, and internal expectations
  • Be process-driven
  • Take ownership of processes and issues
  • Be collaborative and open to creative outside solutions and ideas
  • Deliver on expectations