What Are The First Steps?

We aren’t the right fit for everyone, everyone isn’t the right fit for us, or it isn’t the right time to engage with us.  However, we can always be helpful so don’t be shy about reaching out.

Getting started is easy, here’s our process!

  • Step 1: Reach Out

    Send us a note below and we’ll coordinate a time for a brief intro call

  • Step 2: Intro Call

    In this initial 15-30 minute call we’ll first answer any questions you have about Single Point.  But our relationship is about you, so we will spend most of this time learning more about you and the type of help you are searching for.  If Single Point seems like a potential solution for you, we’ll schedule a follow-up meeting to dive deeper.

  • Step 3: Collect Initial Data

    Prior to our next meeting we will provide you with a secure link to send us some initial financial data.  The more data we have the more helpful we find that initial meeting can be.

  • Step 4: No-Cost Meeting

    During this one hour conversation we will dive deeper into your priorities, outline your goals for an engagement and review some initial findings from the data you provided.  We’ll also answer any additional questions you have about what a relationship with SPP looks like, and determine if your needs will best be met with a Wealth Logistics or Wealth Start Up engagement.

  • Step 5: Proposal & Decision

    We’ll send you a detailed proposal and contract to review.  A benefit of our model is that you don’t need to uproot your financial life or move any accounts to get started.  Take your time to think about it and decide if Single Point can help with the management of your financial life.  When you are ready to get started, simply sign the contract.

  • Step 6: We Get to Work!

    We’ll get off and running by:

    • collecting some additional data

    • getting you set up with SingleView (your financial dashboard) and Knudge (our shared to-do list)

    • starting to analyze and address your top priorities