Synergos Advisory's
Menu of Services and Fees

 

Foundation

Momentum

Destination

$250 per month
On average 10 hours yearly

$350 per month
On average 14 hours yearly

$450 - $1,000  per month
18 to 40 hours yearly depending on complexity

For those starting to build financial resources and who need assistance with savings plans. Your financial plan includes:

For those who have built a solid financial foundation and are rapidly building wealth. Your financial plan addresses the following:

For those who have accumulated significant wealth and need assistance with complex planning. Your financial plan addresses the following:

  • Goal setting & envisioning
  • Cash flow review
  • Budgeting
  • Cash reserves review
  • Savings strategies
  • Roth IRA and Mega Backdoor Roth 401(k) conversion strategies
  • Portfolio review, allocation and investment recommendations
  • Employee benefits review
  • Plan implementation (coaching) with up to 4 meetings per year
  • Goal setting & envisioning
  • Cash flow review
  • Budgeting
  • Cash reserves review
  • Savings strategies
  • Roth IRA and Mega Backdoor Roth 401(k) conversion strategies
  • Portfolio review, allocation and investment recommendations
  • Asset location and tax allocation strategies
  • Employee benefits review
  • Tax planning scenarios
  • Life, disability & long-term care insurance review
  • College savings strategies
  • Home purchase evaluation
  • ISO, RS/RSU, NSO, and ESPP evaluation on financial planning goals
  • Plan implementation (coaching) with up to 6 meetings per year including those with your tax and estate planning professionals
  • Goal setting & envisioning
  • Cash flow review
  • Budgeting
  • Cash reserves review
  • Savings strategies
  • Roth IRA and Mega Backdoor Roth 401(k) conversion strategies
  • Portfolio review, allocation and investment recommendations
  • Asset location and tax allocation strategies
  • Employee benefits review
  • Tax planning scenarios
  • Life, disability & long-term care insurance review
  • College savings strategies
  • Home purchase evaluation
  • ISO, RS/RSU, NSO, and ESPP evaluation on financial planning goals
  • Business retirement plans
  • Gifting strategies
  • Plan implementation (coaching) with up to 12 meetings per year including those with your tax and estate planning professionals

See If We're a Good Fit