Shaun Erickson (CFP®)
Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet. 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.
At Single Point we strive to provide year-round decision and operational support of your family’s financial responsibilities delivered by your Personal CFO.
NAPFA Start Date
May 13, 2019