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.  Send us a note below to get started.

Getting started is easy, here’s our process!

  • Step 1: Reach Out

    Send us an email at info@spcfo.com and we’ll coordinate a time for a initial conversation

  • Step 2: Get To Know You

    In this initial conversation we’ll first answer any questions you have about Single Point.  However, your priorities drive our relationship, 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 the right solution for you, we’ll outline how we will work together and discuss how to get started.

  • Step 3: 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.   When you are ready to get started, simply sign the contract.

  • Step 4: We Get to Work!

    We’ll get off and running by:

    • scheduling a kick-off meeting

    • building an initial workplan based on your top priorities

    • working closely with you to ease the process of collecting important information and getting organized

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