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New Clients

Starting Your Journey with Single Point Financial

We believe in a transparent, collaborative approach to wealth management. Here is what you can expect when you engage with our firm.

Financial Planning

We build a comprehensive roadmap covering retirement, taxes, estate strategy, and cash flow analysis. This is ideal for clients who need a strategic plan to guide their decisions.

Investment Management

We construct and monitor customized portfolios aligned with your risk tolerance and time horizon. This service focuses on the disciplined growth and preservation of your assets.

Comprehensive Wealth Management

Many clients choose to combine financial planning and investment management. This holistic approach ensures your investment strategy is directly supporting your broader life goals.

One-Off Consulting

For those who may not need ongoing management but have specific questions—such as evaluating a severance package or reviewing a specific investment—we offer hourly or project-based consulting.

Our mission is to empower our clients to pursue their financial potential through education, personalized planning, and a relationship built on trust and transparency.

Our mission is to empower our clients to pursue their financial potential through education, personalized planning, and a relationship built on trust and transparency.

Our Fees & Investment Philosophy

Transparent Pricing and Plan Ranges Body: We believe you should always know exactly what you are paying for. Our fee structure is designed to be clear and competitive.

Client Centered

Client Centered

  • Financial Planning Fees: Our planning fees are determined by the complexity of your situation. Typical engagements range from $2,400 (minimum)-$7,500 (annualized) in the first year and are determined after an intro call and intake to understand the complexities. We will provide a specific quote after our initial assessment.

  • Investment Management: We structure our investment management fees on a tiered schedule tied to your account value, with the fee lowering the more assets you have with us. We keep focused on your investment goals and your long-term success.

  • High-Level Investing: Our investment philosophy is rooted in evidence-based strategies. We do not chase trends; we build diversified portfolios intended to weather market volatility and pursue long-term returns.

Ready to Move Forward?Get to Know Us

If you are ready to bring clarity to your financial life, the first step is simple. Schedule your discovery meeting today, and let’s discuss how Single Point Financial can help you pursue your goals. 

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