Shaun Erickson
CFP®
Single Point Partners
Chief Planning Officer
Shaun Erickson
CFP®
Single Point Partners
Chief Planning Officer
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. - Shaun Erickson, CFP®
Single Point provides project management for your financial life.
Single Point Partners is a fee-only financial planning firm located in Boston, MA. We act as a Project Manager for your financial life. Clients who work with us are looking for more than just advice, they want a partner to make sure things get done.
Shaun Erickson is the Chief Planning Officer at Single Point Partners located in Boston, MA.
In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of.
As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Shaun is also a member of NAPFA and the XY Planning Network. Single Point's clients are spread across the country, but Shaun lives in Boston with his wife Alicia and their three children.
Shaun Erickson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Single Point 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Financial Life Organization
- Accountability Partner
- Investment Management
Ideal Clients
- HENRYs
- Growing Families
- Business Owners and Executives
- Inter-generational Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Shaun Erickson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Shaun Erickson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Shaun Erickson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Shaun Erickson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Shaun Erickson is Featured in Investor's Business Daily: "From Advisor To Entrepreneur: Turn Great Ideas Into A Side Hustle"
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Shaun Erickson is quoted in FPA Next Generation Planner: "Giving Back with Pro Bono Planning"
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Shaun Erickson's Client Engagement Software, Knudge, is featured on Kitces' Nerd's Eye View: "Highlights Of The 2019 FinTech Competition Finalists At XYPN LIVE"
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Shaun Erickson is Quoted in NAPFA Advisor: "Must-use tech for the modern firm"
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Shaun Erickson is Quoted in Citywire: "Thanks, dad! 17 advisors look back at life lessons from their pops"
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Shaun Erickson is Featured on myStockOptions.com
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Shaun Erickson is Quoted in NAPFA Advisor: "Navigating the constant flux of legislation and regulation"
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Shaun Erickson is Quoted in Financial Planning Magazine: "5 Innovative Strategies to Scale a Practice"
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Shaun Erickson isHighlighted in the Journal of Financial Planning: "What’s in Your Tech Stack?"
Contact Shaun Erickson
Office Locations:
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277 Dartmouth St.
Boston, MA 2116
