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.
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