What to Expect
You do not need to uproot your existing financial life and accounts to work with us. In the first six months, we start with helping you organize your financial life and identify your top areas of concern, and build an action plan to plug the leaks.
Common Characteristics of a Great Client
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.
I want to be engaged in the financial decision-making process
I have the ability to manage my own finances, but, I don’t have the bandwidth
I am willing to be completely transparent about my financial life
I recognize that there are currently overlooked areas in my financial life
I have complexity in life where there is a gap in analysis which is creating uncertainty in decision making
I embrace the use of technology
I prefer low-cost index investments
Your Financial Life Calendar
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.
Your Single View™ Dashboard
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.
Design a Workplan with Your Personal CFO that Makes Sense for You
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.