About Shaun Erickson

Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions. In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of. As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Shaun is also a member of NAPFA and the XY Planning Network. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Changes to Public Service Loan Forgiveness

By |2021-10-08T21:04:32+00:00October 8th, 2021|Categories: Single Point of View, Student Loans|Tags: , |

Do you know a teacher, nurse, government employee or employee of a non-profit with student loans?  If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program. In short, the program was designed to encourage students to enter these careers by providing forgiveness of student [...]

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Welcome Abraham Kirby-Galen!

By |2021-09-09T17:54:15+00:00September 9th, 2021|Categories: Single Point of View|

Please welcome the newest Planning Analyst to the SPP team – Abraham Kirby-Galen!  Many of you will get to know Abraham directly in the coming weeks/months, but here are a few fun facts to introduce Abraham in the meantime: Abraham grew up in Arlington, MA and attended High School at Gann Academy in Waltham Abraham [...]

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When Your Aging Loved One Refuses Assistance

By |2021-09-03T15:37:37+00:00September 3rd, 2021|Categories: Family Planning, Single Point of View|Tags: , |

There is a lot of complexity in the decision to get outside help for an aging loved one.  The mix of technical knowledge needed to get the right help in place with the emotional aspects of the decision itself is sure to add onto an already stressful time in your life. Then there is convincing [...]

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What’s New(s)? with Seth: August 2021

By |2021-08-27T10:46:40+00:00August 27th, 2021|Categories: Single Point of View, What's New(s)?|

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Legislation has been introduced in the senate to eliminate the beneficial tax treatment of carried interest. Private [...]

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Welcome (officially) Cassie Anton!

By |2021-06-15T13:16:47+00:00June 15th, 2021|Categories: Single Point of View|Tags: |

This month we officially welcome Cassie Anton to the SPP Team. Cassie is likely a familiar face to some of you as she has been working with us for the past year while she finished her undergraduate degree at Virginia Tech with a focus in financial planning. We are very excited to now welcome her [...]

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A mistake on your tax return, now what?

By |2021-05-28T17:29:58+00:00May 28th, 2021|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: |

I'd say Seth's expression here pretty much sums it up.  :) It's been a little while since our last Behind The Curtain video.  Today, Seth and I were chatting about how we approach clients when we notice a mistake on their tax return.

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What’s New(s)? with Seth: May 2021

By |2021-05-12T17:04:01+00:00May 12th, 2021|Categories: General Planning, Single Point of View, Tax Planning, What's New(s)?|

Seth is back with another installment of "What's New(s)?"  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  President Biden proposed The American Families Plan which has some major income and estate tax implications.  [...]

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Oh, Behave!

By |2021-04-30T14:33:43+00:00April 30th, 2021|Categories: General Planning, Personal CFO, Single Point of View|Tags: |

Ok, I “borrowed” that headline from a recent CityWire piece I was featured in on financial planners incorporating behavioral finance into their client relationships.  Since in an article your comments are limited to quick quotes, I thought I would expand a bit on our beliefs at SPP on the topic. I think a lot of [...]

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Introducing Meghan Dwyer!

By |2021-03-10T14:27:56+00:00March 10th, 2021|Categories: Single Point of View|Tags: |

What are the qualities that make a great financial planner?  Quite frankly, the technical skills needed to analyze and provide impactful advice are mere table stakes. Empathy: It's hard to imagine someone being effective in any "helping-based" career without the ability to understand and share the feelings of others. Curiosity: The instinct to ask great [...]

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What’s in Santa’s Financial Plan?

By |2020-12-23T20:00:12+00:00December 23rd, 2020|Categories: Behind The Curtain, Family Planning, Single Point of View|Tags: |

Ever wonder how Santa funds his operation?  Does he have any plans to retire?  Does he have to file millions of gift tax returns? In our biggest ever interview on BTC, we sit down with Santa to discuss his financial planning. The kids got a little face time with the big man [...]

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