Single Point Partners

Single Point Partners is a fee-only financial planning firm that works with families on the day-to-day management of their financial lives, not just investments. Its core offering is Wealth Logistics, delivered by a personal CFO for a fixed annual fee, with planning, organization and tracking of a household's full balance sheet.

New clients do not have to move their accounts to start. The firm first gets things organized, then keeps them on track with Knudge, a shared financial life calendar and to-do list, and SingleView, a financial accounts dashboard. Work begins with an initial conversation by email, followed by a proposal and contract. The office is at 277 Dartmouth Street in Boston's Back Bay area.