Reflecting Back & Looking Forward

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 act as a partner to our clients providing context and clarity to the planning, investing, and organization of your entire balance sheet while ensuring action is taken on the important details. 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. 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 and former President of the Financial Planning Associations of New England, Shaun is involved with their pro-bono program with Dana Farber Cancer Institute. Shaun is also a member of NAPFA, Advisor Growth Community, The Society of Advice and the XY Planning Network. Shaun lives in Boston with his wife Alicia and their three children.