About Company

Single Point Partners is a fee-only financial planning firm based in Boston, MA, dedicated to providing families with comprehensive financial management beyond traditional advice. The company focuses on "Wealth Logistics," acting as a personal CFO to help clients stay organized and ensure that important financial tasks are completed. Single Point Partners emphasizes a flat, fixed-dollar annual fee to align client and advisor interests transparently. The firm believes in ongoing financial planning as a dynamic process that adapts to clients' changing lives rather than a one-time financial plan. Clients benefit from tools like a custom Financial Life Calendar called Knudge and a Financial Accounts Dashboard called SingleView, which help maintain organization and clarity. The company serves families seeking clarity, context, and proactive management of their entire financial picture with a commitment to thoroughness and partnership.

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