How We Work
We know we aren’t the right fit for everyone, everyone isn’t the right fit for us, or it isn’t always the right time to engage with us. However, we can always be helpful so don’t be shy about reaching out.
We don’t identify our “best fit” clients by the amount of money they have – we believe those seeking financial advice should be able to access it without having to buy a product or open a managed investment account. Instead, we find that many of our clients share common behavioral characteristics that make them a great fit for Single Point and vice versa.
If the list below describes you, you are probably a great fit for Single Point!
We want to be engaged in the financial decision-making process
We have the ability to manage our own finances, but don’t have the time to make sure every detail is being taken care of
We are willing to be completely transparent about our financial life
We have meaningful income, and thus we feel we pay a lot in taxes. However, we don’t feel like we currently have a great grasp of our tax situation or what we could be doing differently.
We recognize that there are currently overlooked areas in our financial life
We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making
We embrace the use of technology
We prefer low-cost index investments
Tech Forward: We do planning on your terms. No sitting in traffic for an hour each way to listen to someone blab on about pie charts for an hour.
- We create custom recordings of your planning analysis and our recommendations so you can watch them on your time. This also allows us to spend our time together in a more impactful way.
- When we meet for Strategy Sessions or Working Sessions, we do it virtually (you are welcome to come to the office in person if you like, but most of our clients prefer to meet where they are)
Execution: We are your Accountability Partner. A relationship with us is about more than just advice, it’s about execution. A key component of our role is to be here with you ensuring everything gets done.
Tax Planning: We believe this is one of the most overlooked areas of many financial plans. Tax planning needs to happen on a proactive basis throughout the year, not at tax filing time.
Our Fees: Our unique fee structure is what empowers our process to be so different. 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.
SingleView™ is your secure online source for up-to-date information of your financial life. SingleView™ utilizes state-of-the-art technology to help provide a single source to securely organize all of our clients’ financial affairs. Its integration with our financial planning software allows us to quickly analyze and advise clients on changes or opportunities in their lives.
Knudge is our shared to-do list that keeps all of the items on your Financial Life Calendar in one place. Knudge also sends reminders to you as important due dates approach. Via Knudge you’ll be able to mark items complete and send us messages on specific tasks right through the app.
In short, Knudge ensures nothing falls through the cracks.
We work with you to develop and establish an ongoing workplan of financial tasks that need to be addressed throughout the year. Everyone’s financial life and responsibilities are different – we customize the workplan around your life, schedule, and priorities.
In today’s world, with seemingly endless financial choices and decision-points, managing your financial life can become complex and even overwhelming.
Our goal is to simplify your life and the decision-making process for these various financial choices, helping you to be more informed, confident, and decisive. We serve as an accountability partner on the various financial tasks that need to be accomplished throughout the year because we know all the little things add up to make a big difference.