Single Point Partners

Single Point Partners is a fee-only financial planning firm in Boston that provides comprehensive wealth management and financial planning services for families. Led by their Personal CFO model, they deliver "Wealth Logistics™"—a fixed-dollar annual fee service that goes beyond traditional advice to actively manage and organize all aspects of your financial life. They focus on implementation and ongoing management through custom tools like Knudge (Financial Life Calendar) and SingleView (Financial Accounts Dashboard), helping clients stay organized and make decisions as their circumstances change.